Becoming A Client
The Right Fit
Selecting the right advisor for your investment and planning needs will not only make a significant difference to your financial performance it will have a significant impact on your experience and peace of mind as an investor.
We see our client relationships as a lifelong engagement.
While we continually challenge ourselves to be leading experts within our field, we prefer to have down-to-earth relationships with our clients. We believe that open, friendly, and frank relationships best serve the financial and relationship needs of our clients.
Call us to set up an initial appointment. During our first meeting we will discover some of your most important financial goals and needs. We will also find out if we are compatible to work together on a long term basis. Don't worry if you have investment accounts at other financial institutions, there are no obligations and there is never harm in getting a second opinion.
Please accept our invitation, by email or phone to see if we are the right fit for you.
Stav Adler: 604-718-7519 Or E-mail
