HOW WE DO IT
EVALUATE
We are focused on "Making a difference in the lives of others" by clearly understanding you!
We work on the same proven principle as our health system. Diagnose first & then prescribe.
BUILD
We build options, then present simply & clearly.
We present options you may or may not have heard of to help improve your family’s wealth & health plan.
We are utilizing some of Canada's brightest resources on investments & insurance to provide solutions that will give you confidence that you and your family are protected.
Our Objective:
To help you reach your desired lifestyle regardless of what life throws in your direction.
TRACK
We continuously provide the highest level of service and will access the sharpest resources to address your family's unique and changing needs.
We encourage all clients to review semi annually to ensure your family plan stays on track.
Real People
"Not only is Brad Dickson an excellent financial advisor, he is also a kind, considerate human being who always puts his clients’ interests first. He has opened up to us investment opportunities which now will finally get us on track for a comfortable secure retirement, a situation which has always eluded us in the past. Kathryn B"