Philosophy

We understand that we are working for you.
We don't treat all clients the same.

Each client is an individual and has their own tolerance of risk as it pertains to investing. For example, some clients are comforted by the safety of GIC'S. For others, a Canadian Equity Mutual Fund that invests in the same businesses that they work for such as the Royal Bank of Canada or Canadian National Railway may help them grow their portfolio quicker, while at the same time, they recognize the volatility of the stock market. And for other clients, a Canadian Balanced Fund that invests in Canadian Companies as well as Government of Canada Bonds matches their objectives.

We first meet to discuss and plan your financial objectives. We can then implement a financial plan and help you stay focused so that you can reach your financial objectives. Through the purchase of financial product's such as GIC'S, Mutual Funds and Insurance, we help you create wealth.

DEATH AND TAXES Our view on life insurance is simple. If someone is financially dependent on you then you need to be insured. How much insurance do you need? Through our fact-finding process, in which you provide us with answers to our questions about your financial objectives, we document and prove to you how much life insurance you need. And since we represent many product lines we can search the market for the most competitive rate.

Don't stress yourself out over preparing your own income tax return. As well don't just have anybody prepare it. I have seen too many returns prepared in which deductions were missed. If the tax preparer doesn't take the time to understand your situation how can it be prepared correctly? We ask the right questions and are here to service you all year round.

We are a family business that work's with a manageable number of households, which allow us to deliver personalized service and advice. You are not just another account at Fehr Financial. We value your business.