• Ongoing consultation, reviews, and accessibility

  • Regular, scheduled portfolio and planning review meetings, directly with Jonathan Davies
  • An accessible and responsive client service and administrative support team with a combined 50+ years of experience
  • A commitment from our entire team to support, educate, and advocate for your financial well-being
  • Consultation and engagement with your other tax and legal professionals

• Events, education, and engagement

  • Invitations to financial education and social events
  • Access to our suite of video education and social media platforms
  • Ongoing training and virtual support from our team