In Loving Memory of Ray Calver
With heavy hearts we bid farewell to Ray, our cherished founding partner, who bravely battled glioblastoma brain cancer. His passion for life illuminated our days, as he shared his love for travel, jokes, and laughter with all of us. His unwavering faith in God guided his journey, enriching our lives with his steadfast belief.
As a colleague, friend, and family man, Ray touched the hearts of everyone he encountered. His spirit will forever dwell among us, reminding us to embrace each moment with joy and kindness. Rest peacefully, dear Ray, knowing you were loved by all.
Our Team
Our team-based approach to financial planning allows each member to specialize in a unique area
The result is a well-rounded group of experts capable of managing the most complex financial needs. Our overall process, from discovery, to preparing your strategic blueprint, all the way to executing the financial plan, relies on each member of the team. We add value to your life by identifying your needs and having the capacity to deliver on each element of your financial plan.
Our team has evolved to bring different perspectives and expertise to your planning, for example, if you are looking for advice on how to reduce taxation in your corporation or personally, how to protect your income or determine if you will have enough money to retire comfortably or are looking for skilled portfolio management, we have the expertise to help you achieve your goals.
