How We Do It

At various moments in life, each of us faces the same metaphorical challenge:  Which mountain do I have the determination and the stamina to climb?  Deciding how to achieve our financial goals is one of those moments.  Which mountain represents the challenge I can most comfortably pursue?  From the smallest to the tallest, would it be Collingwood's Blue Mountain, Japan's Mt. Fuji or Katmandu's majestic Everest?

Ultimately, each of us reaches for the peak that matches our personal resolve, time horizon and tolerance for risk.  That may mean playing it relatively safe, going for the financial gusto or landing somewhere in between.  Whatever your choice, we will guide you to your goals and to the financial apex from which you will savour the view.

The accompanying diagram illustrates our proven six-step approach to building a prosperous relationship between client and financial advisor.  From understanding your goals and how you will feel most comfortable achieving them to reaching your financial apex - we will guide, advise, and, most importantly, listen to you every step of the way.

The rising red sun reaching for the blue sky, represents strength.  This strength, supported by patience and determination, will help you rise above all challenges and reach your goals.

By transforming knowledge into wealth a prosperous relationship is born.  The result?  Han-Ei.