We Engage Relationship

We are wholly committed to each client family we serve.  Every relationship is unique and  meaningful.  Our desire is to deeply understand our clients’ goals and circumstances so that the advice we provide is both holistic and personalized.

Jake & Donna Stelpstra

Jared has been our financial advisor for a number of years.  He has provided wise advise for us in our retirement years.  He is not a high pressure salesman, and encourages us to invest in ways that we are comfortable with. 

Always in Discovery

We strive to learn more about our clients’ lives: their joys, their future goals, their worries, and their highest priorities for today.  We recognize that everyone relates to money and wealth differently, which is why we purposefully engage an enriched dialogue with everyone we serve.  Our aspiration is to empathize and to grow in our knowledge of where each client is coming from and where they want to go.

 

The Role of Thought Leadership

A deluge of information and never-ending social media is a constant in this day and age.  Our clients look to us for personalized feedback and timely leadership in discerning wisdom-from-noise, specifically as it relates to their personal circumstances.

We believe this is essential in our role to ensure our clients achieve long-term planning success!

Vic & Sandy Schellenberg

My wife and myself have been clients of Jared for many years. We've appreciated his professionalism along with his friendly demeanor, which makes him very approachable.

Successful Behaviour

Information is more accessible to investors today than ever before; however, investor behavior remains the greatest determinant of investing success.

By understanding our emotional tendencies and monetary temptations, we pave the way for creating successful wealth-planning habits.  This is where psychology intersects with disciplined wealth management, leading to a superior and consistent outcome.  This relationship is visualized in the Behavior Gap diagram below.

A Path of Integrity

We provide advice for some of the most important decisions our clients make in their lives.  What an amazing opportunity this is and one that we don’t hold lightly.  We embrace this valued role and strive each day to deliver honest and sound advice.  By holding this as the foundation of a trustworthy relationship, we are 100% engaged in delivering an unparalleled wealth service offering.

Investing Philosophy

Investing is like climbing up a mountain from point A to point B.  It takes time and requires true discipline.  On the way, many climbers will be tempted to take short cuts, which sometimes work, but most times don’t.  We believe in managing behavior and following a strategy that will get us to point B with high certainty.

We:

1. Diversify portfolios with multi-managers, style, asset classes, and geography
2. Buy quality and enduring companies that generate free cash flow, and…
3. Make sure we don’t overpay for them!