Your Ideal Vision for Your Ideal Retirement, guides our advice.

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Your Ideal Vision for your Ideal Retirement drives all our advice.

Stress Testing

Stress testing Your Ideal Retirement plan is critical to retiring with peace of mind.


Your Ideal Retirement Vision and Plan is not static but evolves over time.

There are many Financial Decisions aside from retirement that need our advice/guidance as well:

  • Real Estate purchases

  • Tax efficiency – income and portfolio

  • Family education

  • Corporate Investment/Succession

  • Family risk management

  • Vehicle purchases

  • Debt management

  • Estate planning – probate reduction

Your kids need our advice as well. 

Our Portfolio Management Belief System:

  • Independent advice is critical.

  • Modernized Portfolio’s with best of most worlds approach to portfolio construction.

  • Unique Portfolio Policy Statement as your portfolio management guide – key to Prudent risk management.

  • Rebalancing considered at all meetings and ongoing throughout the year.

  • Portfolio all-in cost transparency.

Your Pathway to your success:

  • Consistent Good Financial Decisions through Brian asking you the right questions.

  • In person (ideal) meetings twice annually minimum. Big Picture Planning Review (Mid January to Mid May). In Depth Portfolio Review (October – early December).

  • Exceptional relationship with Brian centred in TRUST.

  • Full disclosure of your net worth – assets, liabilities, and your family/personal income.

  • Have FUN visualizing your Ideal Retirement.

  • Annual stress tests from 10 years to go.

View our Ideal retirement vision presentation *coming soon