Client Referral Process

If you have a friend, family member, colleague, or contact who you feel might benefit from our services, we would welcome the referral and would be delighted to explore how we can help them.

How to refer friends, family, and personal contacts:

What we promise:

  • Our goal is to help our clients become financially secure – forever.
  • We will treat our clients with empathy, care and respect.
  • We will provide a friendly, professional, and timely advisory service.

The ideal client:

  • Has investment and retirement planning needs.
  • Is looking to organize their financial affairs.
  • Appreciates clear and straightforward advice.

What clients experience in working with us

  • The feeling of being more in control of and having more confidence in their plans.
  • Less stress and anxiety regarding their investments and financial planning.
  • The freedom to dedicate more time and energy to the things that matter most.

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Client Retention

What if the referred person is not a good fit?

  • We will arrange a Discovery Meeting with each referral to review their goals, objectives, and overall circumstances.
  • If we are not the best fit, we will recommend alternative advisory firms to the referred person.
  • It has been our experience that, regardless of fit, the referred person finds value in the increased clarity and additional direction offered by the discovery meeting. Our aim is to help everyone who is referred to us.

Privacy/confidentiality policy

As professionals, we conduct ourselves with the highest degree of confidentiality with respect to both your private matters and your referrals.

Visit Us

3535 St-Charles Blvd.
Suite 703
Kirkland, Quebec H9H 5B9

Fax: 514-695-9340
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