Value proposition

Caring for Clients was founded in 2000 to provide Canadians with objective, holistic financial and lifestyle management advice free of product pitches. 16 years later, our talented team supports the needs of over 250 families.

Our clients share some common aims whether considered wealthy or in the wealth building phase of life.

• They want to be empowered - to set personal financial goals and have a plan to achieve them.
• They all want a trusted advisor to give them unbiased, professional advice, and to monitor and follow up as circumstances change. That’s what we do.

The optimal time to reach out to us is during times of change, like:

• heading into retirement
• selling a business
• experiencing career change
• getting married
• getting divorced
• loss of a spouse or parent
• supporting aging parents
• receiving a windfall
• being diagnosed with an illness

Sometimes clients just want to know how their investments are doing and if they are on the right track. We can help with that too. Whatever your concern, we seek to educate, and support you in your next steps.

That’s Caring for Clients.

Comprehensive Financial Planning, Retirement Planning, Estate Planning, and Investment Management