ADVICE ONLY FINANCIAL GROUP

Our role in a financial planning engagement is to co-ordinate, interpret and support advisory streams clients typically receive from their accounting, insurance, legal and investment professionals. We function as fiduciary intermediaries and offer objective and unbiased perspective. We also assist families with challenging financial and business conversations and in estate planning decisions. When appropriate, we offer additional or alternative recommendations and provide a unique reporting platform that clients are encouraged to review with their existing advisors. We do not sell investment or insurance products or implement accounting strategies, legal processes, or business re-structuring recommendations... can be one of the most challenging and complex experiences a farmer may ever encounter. Today's successful farming operations are multi-million dollar businesses. We bring a completely different approach to the process of transferring management, control and ownership and..

Also known as: advice only

Primary location: Regina