Nearly 40 years of client collaboration has gotten us here

We have found that we can help achieve the best results for our clients when we work with people that:

  • Are looking for a relationship, not a transaction.
  • Want financial guidance across their entire lives, not just for their investments.
  • Understand the significance of setting goals and celebrating their successes.
  • Realize the importance of delegation and the value of working with experienced professionals.
  • See their family’s finances as a business and feel that business needs to be managed.

Over the years, the people that have these qualities that have gravitated towards us tend to be:

Business owners and founders, including service professionals like doctors and dentists.

High earning W2 wage earners, from CEOs to vice presidents, as well as other highly skilled professionals.

Often these people reach out to us during a time of transition, when a significant change has happened or will be happening soon, causing them to need further financial assistance. Below are some examples of times of transition where people often reach out:

  • Having a child
  • Receiving a promotion at work that comes with new benefits
  • Preparing for retirement
  • After the passing of a family member

Other times, people ask for our help because they realize their time has become more limited and are ready to focus more on the things that they care most about – often their family, friends, and hobbies.

Our process, The VFORMula, is built specifically to help these people. We know the common pitfalls and have the industry experience to say that we have walked this path before. With our process and the resources provided to us by RBC, we are confident that we can help our clients achieve their financial goals.  

If you are interested in contacting our team, please contact us here.