Want an alternative to the big banks?
Most of us deal with a big bank. But the banks are always trying to sell us something, like a new credit card, overdraft protection, TFSA etc.
The banks have a lot of great people working for them. But their incentive is always the same: sell more products to increase profits.
Why we’re different
Our independence is important. It allows us to focus on what matters most: you. We don’t have pushy sales people. We don’t have aggressive quotas.
Instead, we put our clients first to give them the best possible financial advice. (As it turns out, this formula is good for business, too.) We have three main differences:
Meet Paul Carvalho
Most importantly, Paul is a proud family man who lives with his wife and daughter in Hamilton, Ontario.
Do you have a question? Feel free to reach out:
What We Offer
We work with many of the top investment firms in Canada. Once we understand your personal and financial objectives, we choose the most suitable money manager to implement your investment plan.
Get the coverage you need to protect your loved ones. We have access to virtually every life and health insurance company in Canada, so you can be sure you’re getting the best product for the lowest price.
Wealth management is more than investments. We look at all the moving parts of your financial life to find synergies and save you money. It’s a big picture approach that provides tremendous value.