Benefit from a wide range of services + Expertise
You benefit from a proven approach to investing and risk management. Our process is deceptively simple, yet powerful in the pursuit of achieving what matters to you. Possessing a defined investment process that is adaptable to changing market conditions sets us apart from many of our competitors. This protects your capital and benefits you in other ways as we apply our strategies to different facets of wealth management.
We help you answer key questions about your retirement: Will I have enough money to retire? Will I outlive my assets? Do I need to keep working for a few more years in order to retire? Our advice lets you enjoy your life today with the confidence of knowing that you are well positioned to produce the results that you desire in the future.
Tax, Estate & Legacy Planning
We offer you strategies that help you minimize tax, build your estate, and craft your legacy. Our multidisciplinary approach works to give you the results that you need and helps ensure that your hard work is honoured by having your affairs unfold as you have planned to satisfy your specific goals.
Family Office Service Model
Whether financing a house or a business venture, caring for a disabled person, or saving for a child's future education expenses, we give you a broad range of perspectives, expertise, and direct assistance. If your questions are outside of our expertise, we work with your existing group of professionals, or can recommend others to you to provide solutions. We are honoured to be one of the first calls that our clients make when major life events occur.
"Dave Charlebois has been my investment broker for more than ten years. He and his office continue to provide me with the kind of research materials, on-line service and the competent advice needed to manage several accounts at very reasonable costs.”"
- E.S., Victoria, BC
What We Do for You
Our responsibility is to guide you toward making better financial decisions. We do this by offering you valuable strategic advice at the right time in your life when you need it. You will benefit from our core belief for clear and transparent communication as we share information and apply our experience + knowledge to helping you manage your wealth. You will benefit from the organization and structure that we bring to you financial affairs as we prepare you for the future - whatever that may bring - and help you manage the priorities that you have today.
When we make a recommendation to you, we do so with the belief that our advice should be the same counsel that you would give to yourself or a loved one if you had the same information, knowledge + experience that we do. In adhering to this belief, our advice to you is guided by what we believe matters to you and we work hard to understand this. In this role, we often become trusted friends that are there for you when you need us.
With this responsibility and belief at the forefront of everything we do, we offer comprehensive, personalized, and strategic wealth management advice that helps you realize your goals. Our advice is based on our experience, knowledge and expertise and we have repeatable process that allows us to continue to deliver for you at a high level. We strive to give you responsive service that is simply delivered and offers value and transparency to you for our fees.