Even though the team is very experienced (it’s principal, Rob Aitken, has had his Certified Financial Planner Designation since 1994, and the Canadian Securities Course since 1991) but 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 client focused experience we provide is radically different, and better.
Benefit from a future-based, vision-oriented discussion that incorporates a unique visual “road map” element to lay out the path to your Bigger Future.
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/results) portion of the process.
Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other Products and Services are offered through The Freedom Management Group.