How We Do It
Financial products and services should address specific needs in your financial security plan – whether it is to help fund your child's education, build a successful business or retire comfortably.
We have access to a broad range of insurance, investment and retirement income products to help meet your individual and business needs and goals.
It’s both the journey and the destination
Unlike some in the financial industry, we don’t have some mythical algorithm or suite of products we attempt to sell you. Rather, our people are our secret sauce. With an unapologetically disciplined approach rooted in science and evidence, we partner together to continually craft and seek to optimize your wealth strategy.
A comprehensive approach is all we know
We’re focused not only on the basic fundamentals of your financial well-being, but the building blocks for your overall happiness. We want to help you see the bigger picture through the lens of every single smaller one. For every element of your life that involves a dollar sign, we’ll have a perspective.
Marriage Dissolution
When marriage comes to an end, individuals are met with what seems like a million decisions. When it comes to your finances, you don't need to make them alone.
A more specialized touch
Even with the most detailed and comprehensive approach, there are still topics where it’s best to have specialized advisors on hand to help. From funding your fist home or investment property, to planning through a divorce, we’re well-versed in helping clients navigate the intricacies in a handful of specific areas.
We're in business to help businesses
In addition to our holistic approach to financial planning, we offer tailored solutions for business owners, from employee health benefits and retirement savings, to succession planning to value enhancement.
business transition
As a business owner, not only do you have to plan for current success, but also the continued success of the company, after your transition.
"These are experienced advisors that are always welcoming new clients to help succeed financially. They are very down to earth and patient with clients, as well as they build a very strong and close relationship to help ensure success. Vida gets you excited for your future and most importantly will get results!"
Avery P.
"When I thought about talking and/or panning my finances, it gave me a headache. I didn't understand much. I had a financial advisor for years at another institution. I saw him when I opened my RRSP and he never followed up with me after that. I went to him because my parents have always been with him. I think I heard from him 3 times in my 10 years of being with him and it was only because I called him. When my son was born I knew we needed help to plan for our future. Just because my parents were with someone, doesn't mean me and my family had to be. That's when we ventured out and met Kevin. He makes everything easy. He explains everything so you understand. He actually makes a plan for your future so you can decide what you want to do and where you want your money to go. He follows up and he shows up. Thanks to Kevin, my husband and I feel set up for the future. We feel knowledgeable in what we have invested in. Thanks to Vida, we feel secure and safe. THEY'RE THE BEST!
Concetta & Frank S.