About Us

Experience
Even though  the team is very experienced (it’s principal partner, Rob Aitken has had his Certified Financial Planner Designation since 1994, and the Canadian Securities Course since 1991), by experience, we mean that the PROCESS our clients are engaged in through their time working with us provides a Unique Experience. Throw out your expectations of a typical financial advisory office, the experience we provide is radically different, and better.

Process
The key to providing a unique experience is the unique process a community member receives from The Pre-Meeting Advantage (Stage A) onward. It is a challenge to describe, but client feed back has often been,“We have never had these types of great discussions before” or “I wish we had this kind of experience many years ago.” There is no time like the present to experience the unique, optimistic, and future-based process community members receive.

Solutions
The experience of participating in the process is the “Diagnosis.” The solutions portion provides an “action plan” to provide the “prescription” to accomplish the big picture vision uncovered earlier in the process. This moves a community member from the symbolic (attention getting) portion of the process to the systematic (action/progress) portion of the process.