Our Philosophy

We buy and sell stocks, but we don't call ourselves stock traders. We're licensed insurance advisors, but we're not life insurance salespeople. Instead of focusing on merely one aspect of your finances, we prefer to help manage all of your financial needs and add value to our relationship with you. We aim to be your lifelong financial coach and strategist.

Client Communications

Regular communication is an important part of our business. As a client, you can expect to hear from us every quarter. We'll keep you updated on the market and other issues that matter to you. Of course, if you have questions or changes in your personal or financial situation you would like to tell us about, our door is always open. We invite you to call us with your questions or concerns.

Client Appreciation Events

Our clients are the most valuable assets we have, so we do our best to show our appreciation! As a client, you can expect invitations to special events throughout the year. These get-togethers are a great way for us to get to know you from a different perspective.

Adding value to our client relationships is an important aspect of the way we do business. If you're a client and have suggestions on how we can make our relationship with you even better, we welcome your suggestions. We're always looking for ways to serve you better!

The foundation of our business is based on what we refer to as the four pillars of our practice. We use these principles to guide our actions each and every day. Allow us to share these principles with you.

The Four Pillars of Our Practice


1. Culture of Success
One of our priorities as your financial advisor is to nurture a culture of success. Any financial advisor can "talk the talk" by promising unrealistically high investment returns. But, the question is, can they deliver on their promises? We "walk the walk" by helping our clients plan their life goals and work with them to realize them.

2. Permanence
With over 20 years in the financial services industry, we've seen it all before. We've accumulated the knowledge and experience to assist our clients through good markets and bad. This background allows us to provide the best advice for our clients' needs and goals. The bottom line: we'll be here when you need us.

3. Value vs. Performance
There's more to financial planning than investment performance. While we keep a keen eye on investment returns, we also add value to our client relationships through complete financial planning, educational workshops, ongoing communications, and client appreciation events.

4. Personalized Service
Personalized service is the heart of our commitment to you. To us, financial planning isn't about the figures. It's the people and goals behind these numbers that matter most. And our service reflects this view.

Vision Statement

We are trusted investment advisors providing customized strategies, services and products that assure an individual's financial protection and security throughout their life. With the help of 5 support staff we are dedicated to servicing the needs of professional, business owner and pre-retired markets in the lower mainland. We are committed to providing superior service through monthly communication, educational seminars and client appreciation events.

 

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Disclaimer: Other provinces serviced are Alberta, Manitoba and Ontario. Information on the website is for residents of BC, Alberta, Manitoba and Ontario. National Bank Financial is an indirect wholly-owned subsidiary of the National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). This information was prepared by Eric Muir, an Investment Advisor with National Bank Financial. The particulars contained herein were obtained from sources that we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed are based on our analysis and interpretation of these particulars and are not to be construed as a solicitation or offer to buy or sell any securities mentioned herein. National Bank Financial may act as financial advisor, fiscal agent or underwriter for certain of any companies mentioned herein and may receive remuneration for its services. National Bank Financial and/or its officers, directors, representatives, and associates may have a position in securities mentioned herein and may make purchases and/or sales of these securities from time to time in the open market or otherwise. The opinions expressed herein do not necessarily reflect those of National Bank Financial. Several of the securities mentioned in this article are not followed by National Bank Financials Research department. Unit/share value and investment return will fluctuate.The indicated rates of return is the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and does not take into account sales, redemption, distribution or optional charges or income taxes payable by any security holder that would have reduced returns. Securities mentioned in this article are not necessarily suitable to all types of investors. Please consult your investment advisor. Investment advice given only applies to residents of the provinces of BC, Alberta, Manitoba, and Ontario.