Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.

Here are a few examples why clients trust us as their wealth management partner, and of the solutions we have developed for them.


 Kate has provided my mother with professional service that is suited to her needs, and with mom's best interest at heart. Kate and her team have been a tremendous help in a transition period where Power of Attorney and subsequently Executor duties must be carried out, again always thinking first of mom's needs. I highly recommend Kate as a Financial Advisor. 

Doug W.


 There are 3 key qualities that your Financial Consultant should have: you should like the person you’re dealing with, have trust with this person, and feel confident that they know the business and can enrich your financial portfolio. Kate fulfills all of these traits; I am happy to recommend her. 

Alice K.


 What has particularly impressed us has been her sincere interest in a particular family problem that will have financial implications for us in the future. We have a sense that Kate is treating our needs as if we were her own parents; a welcome quality in today’s financial world. 

John D.


 This process of investing and subsequently drawing our ‘retirement pay cheque’ that we have gone through with you for over 20 years has turned out better than I ever thought (and I had high expectations).