We understand financial matters. In fact, we thrive on the stuff. But we understand that most people don't have the time or inclination to delve in as deeply as we do.
After all, investments are a lot like soap, the more people handling them, the smaller they get. We keep helpers to a minimum so that you get your fair share of market returns.
We have over 30 years of experience helping clients meet their financial goals. You will most likely only retire once, we've gone through this many times with our other clients.
You're welcome to come in and meet us. We'll introduce ourselves and ask how we can help you and what your concerns are. You'll get to know us and we'll get to know you. Then, we'll focus on your investments. Look us in the eye, ask your tough questions and expect straight answers.
Canada sports approximately 100,000 "financial planners", most of them are trained to sell products, not necessarily dispense financial advice. Our Senior Financial Advisor, Mark Orr, is both a Chartered Professional Accountant and Certified Financial Planner Professional. He absolutely puts your interests first.
Wondering how well your investment portfolio has performed long term? Our clients don't have to wonder! We provide them with a report showing all investments together, % returns, gains and losses. Expect us to contact you for regular meetings.
There is more to financial planning than just your investments! Whether it's a comprehensive plan or a new life event, we're here to answer your questions with SimpleSmart advice you can rely on.
We offer a free consultation — no-strings-attached. See if SimpleSmartAdvice is right for you.