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OUR PROMISE TO YOU

We are looking forward to working with you to support your financial freedom and future.


Approachable

We want clients to feel comfortable. We are welcoming and easy to talk to. Our clients can talk to us about anything.

Knowledgeable

We are passionate about learning, being resourceful and finding answers for complex situations. We all have years of experience in the industry which has allowed us to develop an intuition beyond knowledge that gives us a powerful advantage that clients truly appreciate.


Trustworthy / Honest

It’s important for us to operate at the highest level of integrity as well as be truthful and straight-forward with our advice.


Committed

We are dedicated and feel obliged to support each client by listening to them and determining the best possible solution given their situation.


Transparent

Our clients fully understand what we do for them. We are open about the value we provide and the fees associated with that value.


Reliable

Our clients depend on us for our experience, to be proactive and to be resourceful. If we don’t have the answer immediately, we’ll do our utmost to find the answer.


Conscientious

Our clients fully understand what we do for them. We are open about the value we provide and the fees associated with that value.


The Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

Use Manulife's NaviPlan tool to learn more.

Learn More

The Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use Manulife's NaviPlan tool to learn more.

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The Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?

Use Manulife's NaviPlan tool to learn more.

Learn More

Topline Financial Advisors

Welcome to Topline Financial Advisors, we're here to help!

Our firm can be compensated in three different formats depending on the services we provide to you:

  • A fee for service based on a percentage of assets we manage for you
  • A rate schedule for financial planning services
  • In some instances, financial institutions compensate us for implementing client solutions, like life insurance, through their company.

In every situation, we take the time to fully explain exactly how we are paid. We would be happy to discuss with you further.

It is never too early or too late to formulate a plan. You have a better chance of reaching your goals (be they education planning, budgeting, major purchase planning or retirement/estate planning, etc.) by formulating and implementing a strategy.

The answer to this can be different for each individual. Factors such as current and future income sources and levels, marginal income tax rates now and at time of withdrawal, objective/timeframe for use of the investment and other factors, the answer could be RRSP, TFSA or in some cases, both.