Our brand story.

We believe sound financial advice improves people’s lives, but most people have neither the time nor the expertise to figure out what advice is best for them. We’ve developed a simple, straightforward financial enrichment program that provides our clients the freedom to ....​

live for today. plan for tomorrow.

Learn More.

Ep 58 - Success Leaves Clues podcast with our guest Amy Frampton, BambooHR
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Robin welcomes guest Amy Frampton, Head of Marketing at BambooHR who brings nearly two decades of marketing and technology experience to the table. The whole concept of work is changing, and BambooHR is right in the middle of it all. From recruitment and onboarding to performance management and employee engagement, the BambooHR cloud platform is a leading end-to-end system for the entire employee lifecycle for small to medium-sized businesses. Amy talks about the many unique workplace initiatives at BambooHR, part of their employee experience evolution, as well as the importance of holding themselves accountable to each other and their customers.

OUR guiding principles.

Improving the Lives of our Clients
We work to improve the lives of our clients by providing sound financial advice and putting our client's interests ahead of our own at all times.​

Trust & Mutual Respect
Our relationships with our clients, our suppliers, and our team are built on the principle of trust and mutual respect. We treat others with the same trust, dignity and respect that we would want for ourselves.

Learning & Change
The world is ever-changing. We embrace change
and the learning that is necessary to respond and
thrive ​in an evolving world.

Accountability
We work to honour our commitments and exceed expectations, both to our clients and within our team

Empowerment & Self Reliance
Our team is entrusted to embrace our guiding principles in concert with their ingenuity to “figure things out” so that they may enhance the lives of those with whom they work.​

WOW! Experience
We passionately strive to provide a WOW experience to everyone who deals with us so that they become our biggest fans and supporters. We work to build long-term relationships that reach beyond the lives of our clients to, in turn, touch the lives of their families and the next generation.