The Financial Industry is Changing - For the Better

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Marissa and Franco standing with Paul Desmarais III - Canadian billionaire, SVP of Power Financial. Paul is also the director of:

-Great-West Life 

-Investors Group




Franco and Marissa had the opportunity to hear Paul speak in San Diego about the future of the financial industry and the impact of emerging and rapidly growing Fintech’s (financial technology companies).

Some fintech’s are offering do-it-yourself investors lower fees (in *some cases) and easier access.  WealthSimple, a Canadian online investment management service, has a well-organized easy-to-use dashboard and their slick mobile app puts the power of your investments into the palm of your hand.

The request for lower fees and better service is driving the industry in the right direction - to a value driven one.  It’s pushing clients to ask their advisors “what am I paying you for”?

Our team meets weekly to discuss how we can be of additional value to our clients. What can we do to make their lives easier while managing their wealth effectively, so that they can focus on their families, health and careers.