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Discovery

As financial advisors, we employ a discovery process to comprehend clients’ financial goals, risk tolerance, and preferences. Through in-depth interviews and data analysis, we gather information on income, expenses, assets, and liabilities as well as family, lifestyle, and legacy. This holistic understanding enables us to tailor personalized strategies, fostering trust and ensuring alignment with clients’ financial aspirations. We believe in the power of a full discovery process, including all aspects of your financial life and personal goals. From risk management to investments and forward tax planning, we provide comprehensive solutions based on your unique needs and goals.

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Finances

We can help optimize your portfolio, minimize tax liabilities, and provide strategic advice to
enhance your overall well-being.

How do you save or set aside money for the future?
How do you feel about your current financial plan/situation?

Legacy

Legacy embodies the lasting impact one leaves on family. It can shape future generations. Whatever you want your legacy to be, your financial well-being will impact it.

How do you want to be remembered?
How do you want to distribute your wealth after you’re gone?

Life Events

Life events significantly influence finances, from education and marriage to buying a home and retirement. Strategic financial planning helps navigate transitions, providing security and peace of mind.

What are your feelings about retirement?
What have you always wanted to do that you have not been able to do so far?

Family

Family and finances intersect in managing investments and fostering a prosperous future. Open communication and shared goals strengthen family bonds, ensuring future well-being.

What would be your top 3 financial concerns when it comes to your family?
What is your favourite way to spend time with your family and why?

Lifestyle

Lifestyle choices impact finances, influence spending habits, savings, and long-term goals. Aligning your lifestyle with financial priorities ensures a balanced and sustainable approach to personal wealth.

If you didn’t have to work, what would you like to do with your time?
What is the most important lifestyle goal you want to achieve?

Client

Understanding our clients’ needs, risk tolerance, and financial goals is crucial. We tailor strategies, fostering trust and delivering personalized solutions for optimal wealth management and client satisfaction.

What are your personal goals?
What is one of the most important details I should know about you?

Ready to start planning for your future?

I got everything I was expecting and the quality of service was exceptional.
- Dan Mark C. O.D.

Your program was designed specifically for the optometry profession. I appreciated that you dealt with me as an optometrist, and not as a generic profession.
- Ian C. O.D.

I didn’t feel like I was being sold something I don’t need. They made me feel comfortable enough to ask questions without worrying it may be a silly or dumb one! They are very approachable and personable.
- Sarah S. O.D.

I did not expect all the financial planning advice they gave me. I didn’t know about a lot of the products available for investments and how to use them in my financial planning for future events, like buying a house and planning for having a family.
- Andrea L. O.D.

They are very professional during the whole process and answered all of my questions respectfully. They were very prompt at responding to my emails and scheduling appointment times. I never felt like they were trying to sell me more than I wanted/needed.
- Kyle K. O.D.

Charlie & Taylor not only provide professional advice; they are personal, honest, and quick to respond when needed.
- Garry and Kerry S.

Charlie and now Taylor have supported us with our financial planning and investments for over 20 years. They have given us well-researched advice that fits our financial goals to a T! They have never steered us wrong and have always shared both good and bad news to aid our decision making and we would recommend them to anyone. Thanks for all you do!
- Deborah M. & Peter R.

We found and still find Charlie and Taylor to be very knowledgeable, current in relation to the market trends and projections and as a result have provided us excellent advice. Charlie and Taylor have made us feel at ease in times of market turmoil and adjusted our portfolios to maximize our return. Over the years as our needs and wants have changed, Charlie and Taylor have been able to adjust their approach and provide us professional and detailed advice. We trusted Charlie and now Taylor with our financial future and security and cannot be more pleased with the advice they have provided.
- Kim and Doug M.

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