We are the first company in Canada to provide financial planning from a fiduciary structure as a Portfolio Manager. Portfolio Managers have been around a long time providing investment services to high net worth clients. Financial Planning is not their forte, investment management is. We believe all Canadians should have access to the best in the business for planning, taxation and security advice. WE DO NOT MANAGE ASSETS, we advise you about them. The truth is that with good financial planning, investing is much easier and secondary in importance for most families. We like to leave the easy part to robo-advisors or asset managers, preferring to concentrate on how to get them to help for less cost to you.