What To Expect

Whether you are planning to buy a home, save for your children’s education, progress into retirement, or simply organize your finances, a holistic plan will set you in the right direction. Harry and David have seen how holistic advice better prepares you to make everyday decisions ensuring your long-term financial objectives are efficiently reached.

A holistic plan is a continuous lifelong procedure, requiring your active participation throughout each step of the financial planning process. To maintain a thorough understanding of your financial and personal circumstance, Harry and David are constantly monitoring and updating your plan, keeping you on track as you move through life’s milestones. They require your input on changing goals, managing risk, securing retirement, supporting charitable cause, transferring assets between generations, and ultimately achieving sustainable financial independence. By taking a big picture view of your finances, and regularly engaging with you, Harry and Davids recommendations will continuously move you towards your goals while constantly reflecting your personal values. A holistic approach truly allows both Harry and David to fulfil their passion of taking care of you and your finances in each stage of your life by ensuring you can achieve all your goals in the most tax and cost efficient way possible.


– Harry and David believe in staying in touch with you. Communication is the foundation of any successful relationship, which is why we strive to personally touch base with every one of our clients each month, whether it be through telephone, e-mail, face-to-face, or even Skype and FaceTime.


– Harry & David understand that investing can be complicated which is why we strive to simplify it as much as possible for you. We are happy to explain something ten different ways, so long as we know that it is helping you to feel comfortable with whatever it is we happen to be recommending for you.


– Harry and David believe in regularly updating your financial plan to ensure that you are on track to achieve your financial goals.


– Harry and David want our clients to feel that they are well looked after and that they are benefiting from working with us – in more ways than just a growing bottom line.


– Harry and David believe in trying to educate our clients as much as possible so that they can understand why we recommend one thing versus another, why their portfolio might be reacting the way it is to economic conditions of the day, etc.


– Harry and David will always provide an honest assessment of your financial situation and we will always explain to you exactly why we recommend something.