For over 20 years, it has been our pleasure to serve successful women and couples, many of whom are professionals, executives, entrepreneurs and business leaders. Many of our clients are approaching retirement and want a comprehensive plan that confirms they are on track to achieve their retirement goals. We provide expert advice and proactive strategies to help ensure the growth and protection of retirement savings so that clients can enjoy the lifestyle they desire.
We work with individuals and couples who share our commitment to long-term financial success and who value professional financial advice and guidance. We serve those who have already accumulated substantial savings and those who are serious about wealth accumulation. Our role is to lead our clients to places of choice and empowerment, rather than compromises due to insufficient planning and saving.
We want to make a difference in our clients’ lives, not just their portfolios. For us, providing wealth management guidance is about giving our clients the confidence and clarity to focus on the goals that are important to them, because that is what is important to us. Based on our trajectory of growing clients’ managed assets and the longevity of our client relationships, we are confident that we are achieving success in exceeding our clients’ expectations.
How we can help
Our expertise across all financial and related disciplines provides a solid foundation for our integrated, holistic approach to providing solutions for achieving wealthFITness. Like a family physician, we are focused on your priorities, your concerns and your needs. We access a multidisciplinary team of specialists to help ensure our advice and recommendations are robust and comprehensive.
We take the time to understand our clients’ unique life situations because we care about your financial success and outcomes. As a result, we consistently deliver personalized retirement planning,
wealth management and advisory services that empower our clients to take control of their lives and support the achievement of their dreams.
Bev is an investment advisor, financial planner and retirement specialist with over 20 years’ experience in the financial services industry. She has built a solid foundation of knowledge and expertise and is fortunate to have established many meaningful client and community relationships.
Prior to becoming an investment advisor, Bev worked for many years in healthcare, where she developed the core values of trustworthiness, accountability, and commitment to clients. Bev maintains links with healthcare as a supporter of the Women’s College Hospital Foundation’s annual Women for Women’s luncheon and as an Honorary Life Member of the Registered Nurses Foundation of Ontario. As a committed community advocate, Bev gives back in a variety of ways, including through the Junior League of Toronto and as a long-term contributor to the United Way.
As a core member of the team, Mark works with Bev to execute trades and portfolio strategy. He obtained an Hon. BA in Economics from the University of Toronto and his MBA from Rotman School of Management.
Outside of the office, Mark enjoys long-distance running, hockey and traveling. He volunteers in his community as an Out of the Cold program volunteer in Toronto.