Investing in scary times does not have to be scary.
Even when inflation is sky high, you can have confidence in your financial plan.
Lawyers and Fiduciaries
we are both
Using Math
not emotion to manage investments
Unmatched Commitment
to keeping our clients happy
About Us
If you are less confident in your financial plan, you are not alone. Markets are down, inflation is up and there doesn’t seem to be an end in sight.
But the chaos in the market does not have to ruin your financial plan.
In your B.I.T. Analysis meeting, we can review math-based strategies for reducing risk while maximizing expected return (even in markets like we’re seeing today).
We will also review Tax Planning strategies for clients looking to capitalize on record-low tax rates before they sunset.
And the topic on everyone’s minds right now…ROTH Conversions.
In servicing our clients’ estate planning needs, we have noticed time and time again that many of them are victims of underperforming investment portfolios… Their fees are too high and their returns are too low. They are simply leaving money on the table.
As estate planning attorneys, we are already fiduciaries to our clients which means we are legally required to make choices in our clients’ best interest.
How It Works
Clients of the firm can come in for a complimentary B.I.T. (Behavior. Investments. Taxes.) Analysis.
Your Fee
There is no cost or obligation at your one-hour B.I.T. Analysis
How You Prepare
Just confidentially submit your financial and tax documents a week in advance for review.
No Fair Leaving Somebody Out
Bring your spouse with you to the meeting if you are married.
Why work with us?
Strategy
We use math, rather than our intuition, to ensure responsible investing.
Objective Advice
We are lawyers and therefore, fiduciaries. We will ALWAYS act in your best interest.
Transparency
We adhere to a strict client confidentiality agreement and do not share any personal client information with unauthorized third parties.
Office Locations
Vancouver
Howe St, Vancouver, BC VZS 2S8, Canada.
+1 12345 67890
Montreal
Henri Ave, Montreal, QB H2S 3S3, Canada
+1 12345 67890
Toronto
Kingston 584 Toronto M4L 1V3, Canada
+1 12345 67890
Our Commitment to You
