The Road to
Financial Freedom. Let's Talk


What does financial freedom
mean to you? Let's sit down
and pave the way.

Why we're different

Steven Switzer
Portfolio Manager
Fort Saskatchewan, AB


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Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED guidance

Key Benefits

Fee-Based

06/08/2018
A fee-based financial advisor charges a percentage of the assets under their management in an active portfolio; whereas, a commission-based advisor's income is based entirely on the products they sell or the accounts they open. Portfolio managers have a fiduciary duty to their client and act in clients’ best interest.
Niches

Discretionary Trading

06/10/2018
The Chartered Investment Manager (CIM) designation allows investment managers to buy and sell investments at their own discretion without prior approval from their clients. It is recognized by the Canadian securities regulators and ensures those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio.
Niches

Client Education

06/08/2018
The most important factors in my practice is educating clients on what they own and why they own it. Understanding the reason for owning the assets you do and how I manage that, you can sleep better at night. As discussed further in the testimonials by existing clients
Niches
We've known Steve for close to 12 years and in that time he's gone over and above our expectations. We learned that not only does he have a vast knowledge of financial planning, he also great insight into other business related factors, such as tax guidelines, that positively impact your plan.

We are 100% confident in Steve's ability to handle our finances and appreciate how well he's done to match a plan to our life situation. As a result, we've been able to enter into our retirement phase 5 years earlier than expected.

Steve stays on top of things and we appreciate all the time he dedicates in all areas of our portfolio. He is a pleasure to work with. We don't ever regret moving our financial portfolio for him to handle... the only regret is not doing it sooner.
Dave & Gail, Retired