We are a premium boutique firm, specializing in full financial planning. Where suitable, we charge fees not commissions. We are independent. Please visit our website, email or call for more information.
The average Canadian financial advisor, planner, broker has about 350 client households with which he or she deals. If we assume a 40 hour work week with three weeks annual vacation and each week comprised of 15% administrative tasks, 35% research and planning and 50% meeting with clients, these advisors can devote 2.80 hours per year to each of their clients.
At present, we have approximately 50 active client households with whom we work. Having a small client base allows us to spend a great deal of time with each client, to provide in-depth planning and strategizing and to respond to clients quickly and efficiently. For the benefit of our existing clients, we do not take on every prospective client and we plan to cap our client base at approximately 70-75 active client households.