When meeting with couples, it is unusual to learn that they share the same relationship with money.
We believe that informed investors make better decisions. When you understand how markets work – and how human psychology can get in the way, you are more likely to stick to a long-term plan. Developing the skills and knowledge to make smart and informed decisions helps you become more financially confident and empowered. We share our insights and experience through these articles, research pieces, videos and white papers.
Our fees are open and transparent. Our clients compensate us. We do not receive payments from any third party. We have no financial incentive to recommend any particular investment.
Since you pay us, you have every right to know what you are receiving and how our advice benefits you.
When we say we’re holistic wealth advisors, we emphasize holistic.
Whenever we are faced with things that we don’t understand, it can generate anxiety and fear. Real people often do obsess over the consequences of future events, even if they are almost always beyond our control.
It surprised us how useful we find this question. We expect to hear “why” from a therapist or counsellor, but not our financial advisor. It seems so insignificant, yet “why” is likely one of the most important questions we have.