If you’re unsure of some of the questions to ask, please click here to read a short list of questions we’re happy to answer.
Frequently Asked Questions
We like questions!!
Many financial offices require a minimum portfolio size – often $250,000 or more. We do not. We offer solutions for people at all stages of life and feel that everyone deserves access to qualified advice.
Terran finished his Bachelor of Business Administration degree in 2020 and is licenced with securities regulators. In addition to 50+ hours per year of continuing education, he keeps up with industry trends through conferences, reading and webinars.
We have a number of clients who use our services for advice only. For ongoing clients, we work with about 125 client households which gives us lots of time for each client! Emails and phone calls are answered promptly and it rarely takes more than a day or two to schedule a meeting.
We can’t offer an exact answer to this question as every situation is different and we customize our fee agreements. After our complimentary initial meeting, we will generate a custom estimate for you to approve before we proceed with anything. Some clients hire us for special projects or reports or advice. Others use our services on an ongoing basis.
The short answer – it depends! Some clients use our services for a specific project or set of questions. Others engage us on an ongoing basis. We’ve been working with some clients since 1996!!
Use the contact form to get in touch for a complimentary, no-obligation first meeting. We’ll have a chat and see if there is a good fit.
It is possible, though each situation is different. Please contact us for more information.
I don’t know. We focus on what we do.
“It has been a pleasure dealing with Terran over the past two years. He’s good at listening to what our needs are and finding solutions to make them happen. The support staff of Crystal and Michelyne round out a professional service team that is hard to beat.”
Trevor and Anne Roberts
Come in for a visit!
We can help you organize your financial planning so you can move forward feeling confident and excited about your future.