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Our comprehensive approach to financial planning and wealth management ensures that plans are crafted with statistical methods and backed by academic research.
Conventional investment styles are revealing consistent lag in leading market indexes, while charging higher fees.
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Describe your image
J. Mckee & Dr. A.Chisholm. Entrepreneurs
- Clients since 1998
When things are good, you don’t always appreciate what you have. Right now things are rough, and I am thankful for all the effort that has gone into our financial plan.
Two unique approaches,
same passion for excellence.
They continue to guide Canadians to financial success, as they have for two decades.
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Brett Watt, CFP
Financial Planner, Investment Advisor,
Manulife Securities Incorporated.
Director, Life Insurance Advisor EB wealth Inc
Trevor Daigle
Investment Advisor
Manulife Securities Incorporated.
Director, Life Insurance Advisor EB wealth Inc
OUR SERVICES INTEGRATE
We connect financial planning, wealth management and risk management. One point of contact provides clarity, accuracy and vision for all aspects of your financial life.
WE LISTEN FIRST
Our first priority is understanding your unique financial story. Every client's story is the most important driver of the highly tailored and robust personalized strategies we create.
WE ARE RESEARCH DRIVEN
Our decisions are exclusively informed by respected and peer-reviewed research. We know that top-quality data is essential in mapping for success.