Our Process

Here are the key elements:


  1. Engagement Letter: We sign an engagement letter setting out the scope and the purpose of our work together.
  2. Disclosure: We provide full disclosure of whom we deal with, how we are paid, and what services are provided.
  3. Canadian Anti-Spam Laws (C.A.S.L): We embrace the anti-spam laws in communication with clients and advisors.
  4. Errors and Omissions Insurance (E&O – Professional Liability Insurance): Designated professional advisors fully covered by E&O insurance. We subscribe to the industry’s highest limits for coverage.
  5. Independent professional advisors: With the support and capacity of Hub Financial, we access the entire marketplace and nearly every product available.
  6. We work with your team of advisors (lawyer, accountant, and insurance advisor)
  7. Business continuity: We have put in place a business succession plan to provide continuity of service for our clients through to the next generation.
  8. Experience, reputation and professional relationships: These are the most valuable and important attributes to help our clients.