ABOUT US

What Are Our Goals

• To provide superior tax and investment services for Canadians working, retiring abroad or returning to Canada
• To provide this tax and investment information in plain English
• To minimize the client's tax payable while satisfying CCRA requirements.
• To help our clients make smart life-style decisions.
• To assist clients while in a foreign environment
• To increase client return on investment through a wealth management program that offers diversification and risk reduction.
• To help clients adapt successfully to foreign environments and retirement life-styles.
• To be Canada's best tax/financial personalized one-stop global tax, financial and wealth management service.
• To maintain our global investment management specialty.
• To be an internationally recognized boutique financial advisor.
• To continually improve our range and quality of services.

What Are Our Key Values

• Caring attitude and respect for all people
• Continual client support and extraordinary client service.
• Focus on long-term client needs placing clients' needs first.
• Absolute trustworthiness, confidentiality, independence and integrity.
• Progressive management, creative options and effective use of information technology.

How Do We Define Success

• Capital preservation and peace of mind (to sleep at night).
• Reduced taxes in Canada and overseas offering increased cash flow.
• Client Investment education and continuing communication.
• Reasonable returns through global investments @ lower risk.
• Portfolio performance sufficient to achieve retirement objectives.