Advice your way

For the life you have, and the one you want.

 

Meet the team


Jim Hummel, Financial Planner, CFP®, CKA®

Carol Slomp, Office Administrator, MSc, MBA

Ella Mae Cupido, Investment Assistant

Meet the Team

 

Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

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.

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.

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.

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.

Engage Relationships

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.

The Value of Advice

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

VOA-0

0

No Advice

VOA-1

4 - 6

Years of advice

VOA-2

7 - 14

Years of advice

VOA-2

15 +

Years of advice

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E-BOOKHuman Dimension of Advice
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
10 Question Assessment

Top 10 Questions to Ask Yourself

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Insights

For advice that makes a difference

When Is the Ideal Time to Take OAS and CPP?

27 May, 2022

Planner’s Corner: When Is the Ideal Time to Take OAS and CPP?

The federal government has two main programs to help with expenses in retirement. Canada Pension Plan (CPP) benefits are based on contributions and Old Age Security

Silver Maple Financial

27 May, 2022

Introducing Ryan Brown, Silver Maple Financial

In January 2022, Ryan launched Silver Maple Financial, a financial planning firm, and teamed up with investment dealer, IPC Investment Corporation. Ryan shares an of

Come For Coffee, Stay for Lunch

27 May, 2022

Come For Coffee, Stay for Lunch

A big thank you to all of you who attended our “Come for Coffee, Stay for Lunch” event on April 30, 2022 at Pioneer Valley Barn in Parkland County. We are truly bles

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There are no obligations, just possibilities.

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