Have a Question?
613-258-9492   1-888-725-1408

Our Promise


 

Our promise to you begins with our commitment to act in your best interests.

You can expect:

1. Professionalism: We constantly seek to expand our knowledge and expertise in our chosen fields. We provide unbiased, client-centered solutions and we treat all of our clients and colleagues as we would like to be treated ourselves.

2. Partnership: We focus on building life-long partnerships with our clients and helping them accomplish their lifetime financial life goals. We provide a safe place to talk about money.

3. Practice: We practice what we preach which means that we make every recommendation as if it were for our own family or business.

4. Our Guarantee: We are so certain that you will be delighted with the value we deliver that we offer a Complete Satisfaction Money-Back Guarantee.

When you are shopping around for a financial advisor, we encourage you to ask other companies about their guarantees (if they have one — they probably don't) — and ask them if they are willing to put it in writing. We think that any company who truly believes that they are delivering a quality service should have no qualms with providing such a guarantee.

Terms: If you are not satisfied with the value of our Financial Life Planning Services, we will gladly refund your fees to you. The refund is available for 12 months following your enrollment.

*Note that we do NOT guarantee that your investments will necessarily do well — it would be foolish for anybody to offer such a guarantee (except perhaps an insurance company — and you would pay extra for the "performance insurance"). What we do guarantee is that regardless of how well your investments perform, you will be satisfied with the value of the advice you receive from us, given the information available at the time the advice is given.

Our Tax Preparation Accuracy Guarantee:

We promise to prepare YOUR tax return correctly so YOU'll be KEEPING all the money that's supposed to be YOURS, without fear of a CRA audit! And if YOU'RE due a tax refund, we promise to get YOU that refund as quickly as possible and for the maximum amount allowed by CRA! And finally, if our tax professionals don't bend over backwards to help YOU and YOU'RE not satisfied with our efforts to help YOU deal with the CRA, we want to give YOU your money back ... period!

And by the way. If we ever do make a mistake preparing your tax return (it happens sometimes ... hey -- we're human, too) DON'T WORRY -- we always stand behind our work so we will pay any penalties and interest on our mistake. Just bring in the first CRA letter you receive and we'll take care of the rest. The chances are slim this could happen to you, but just in case, we want you to know you're STILL protected by our guarantee!

We are so certain that you will be delighted with the value we deliver that we offer a Complete Satisfaction Money-Back Guarantee.    When you are shopping around for a financial advisor, we encourage you to ask other companies about their guarantees (if they have one — they probably don't) — and ask them if they are willing to put it in writing.  We think that any company who truly believes that they are delivering a quality service should have no qualms with providing such a guarantee.   Terms:    If you are not satisfied with the value of our Financial Life Planning Services, we will gladly refund your fees to you.  The refund is available for 12 months following your enrollment.   *Note that we do NOT guarantee that your investments will necessarily do well — it would be foolish for anybody to offer such a guarantee (except perhaps an insurance company — and you would pay extra for the "performance insurance").  What we do guarantee is that regardless of how well your investments perform, you will be satisfied with the value of the advice you receive from us, given the information available at the time the advice is given.

Start a Conversation

All of our services start with a free consultation. To see if we're a good fit for you, schedule yours today.

613-258-9492
1-888-725-1408

Email

couple