Our clients know they can rely on:
- a defined, consistent approach to financial planning
- a commitment to a long term relationship
- a clear & transparent map to execute your financial plan
We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.
Latest Blog Posts
Working with Naguib and his team over the last 10 years has been an excellent experience. I was feeling overwhelmed and confused when it came to managing my finances and investments. Naguib’s extensive knowledge and patience made me feel at ease at every meeting.– Sarah Ralston - Behaviour Consultant, Mackenzie Health
Naguib is one of those rare people who really make you feel as though you are one of his most important clients, even though I know he has just a few more than me. He is professional, knowledgeable and keeps my best interests in the forefront, no matter what we discuss.– Debra Grant - Registered Nurse