Register for the Personal Financial Website to get secure, on-demand, convenient access to your financial statements, without delays!

Start here
Creating footsteps to your success

My job is to help you experience the best life possible with the money you have. I do this by helping you make wise financial decisions so that you may enjoy peace of mind by

Creating Footprints to Your Success.

- Pat Magliaro

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

0x
 
No Advice
1.5x
 
4-6 Years of Advice
1.99x
 
7-14 Years of Advice
2.73x
 
15+ Years of Advice

The Human Dimension of Financial Advice

Download e-book
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

OUR DIFFERENCE

From market shifts to major life milestones, we will meet you where you are in just the way you choose - and - work with you to get where you want to go.
That's advice, your way.

Pillar 1

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn't be stressful. That's why we'll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family - unrestricted by regions and time zones.

Pillar 2

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from - so you get what's most effective for you. We will help you find your preferred approach - whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Pillar 3

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we'll stay connected with you through your channels of choice.

Mature couple at lakeside firepit
HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

Play Button
X
 

OUR TEAM

30+ Years of Experience

Pat Magliaro

CFP®, CCS, RIS

Financial Planner

Taylor Vincent

Administrative Assistant

Our Team

What our clients say
about us





❮ ❯

Pat, you're the best!! I really appreciate everything! That's why I leave everything in your hands!!! Keep up the great work!

Andrea S
 
 
 
 
 

Insights

For advice that makes a difference

In Conversation With: Staying Focused Amid Today's Uncertainties

You may have noticed recent headlines focusing on trade tensions between Canada and the United States. This news has created uncertainty for many Canadians, raising concerns about jobs, economic stability, and personal savings.

Diversifying During Uncertain Times

The recent imposition of U.S. tariffs on Canada has fuelled a surge in Canadian nationalism. In recent weeks, investors have increasingly asked, 'How much of my portfolio is in U.S. equities?'

Home Ownership Plans

Gain a better understanding of Canada's government sponsored plans for supporting home ownership by downloading our timely new infographic.

Visit our blog

Want To Work With Us?

Start a Conversation