We are not for everyone.
That is the point.
We're not a bank. We're not a national firm that assigns you a file number and a rotating advisor. We're a small group of specialists — business owners ourselves — and a partner sits in every single client relationship we take on.
That's why our roster is limited. Most people who find this page won't become clients, and we're comfortable with that. The families and businesses we do take on get a level of attention that simply can't be scaled.
A partner in every file
You don't get handed to a junior. The same people who build your plan are the people who answer the phone three years from now.
Independent, not captive
No parent company pushing product. We're independent, which means the only agenda in the room is yours.
Capacity, not commission
We cap how many new relationships we accept each quarter. When the calendar is full, it's full — even if the cheque clears.
Mutual Fit
Before you apply, read this honestly
The best relationships we have started with both sides being blunt about what they wanted. Here's ours.
We're likely a strong fit if…
- You own or run a business — trades, construction, real estate, professional services
- You want one team handling investments, insurance, tax strategy and benefits, not four people who never speak
- You care about your staff and want to attract and keep good people
- You're building something to hand down, sell, or leave behind
- You want the truth, even when it isn't what you hoped to hear
We're honestly not, if…
- You're looking for hot stock tips or someone to beat the market this quarter
- You want the cheapest possible product and nothing else
- You want an advisor who only agrees with you
- You'd rather not share the full picture of your finances
Two Ways In
By referral, or by application
Path One
Referred by a client
If someone you trust already works with us — a client, their family, their accountant or lawyer — mention their name. Referred introductions are reviewed first and rarely wait.
Submit a referralPath Two
Apply to the waiting list
No referral? Tell us about yourself and what you're trying to build. A partner reads every application personally and responds within five business days — yes or no.
Apply to the listPath One
I was referred in
Tell us who sent you and a little about your situation. We'll confirm with them and reach out to you directly.
Path Two
Apply to the waiting list
This isn't a contact form. It's the start of a conversation about whether we're the right team for what you're building — so answer it the way you'd talk to a partner across the table.
Questions people ask us
Why can't I just book a meeting like on other advisor websites?
Because a calendar link is how you get treated like a number. Our team is small and specialized by design. Taking on a family or a business is a multi-year commitment, so we start by understanding whether we can genuinely add value before either of us spends an hour in a boardroom.
Do I need to be referred?
A referral from an existing client, their family, or a professional partner is the fastest way in — those requests are reviewed first. If you don't have one, you can apply to the waiting list and we'll review your submission the same way, just in order of capacity.
How many new clients do you take on?
A limited number each quarter. Every new relationship is assigned to a partner and a specialist, and we won't stretch that team past the point where service quality suffers.
What if we're not a fit?
We'll tell you honestly, and where we can, point you to someone better suited. Saying no to the wrong fit is what protects the standard of work for everyone already with us.
What does it cost to apply?
Nothing. Applying costs you a few minutes and gets you a straight answer from a partner — not a sales pitch.