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Your Retirement Income

Comfortable. Conservative.

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Join Us For Our Next Event

(September 2019 Presentation. Date and time TBD.)

Find out how your retirement income can be conservative and comfortable.

With Guaranteed* interest rates and strong historic dividends, there are new strategies available that can provide the income you need and minimize volatility.

*Bond and GIC rates are subject to change

You are 3 Steps Away From Sleep Well At Night Investing

Schedule an Introduction

Let’s meet to learn more about you and introduce you to our unique approach.

Listening Session

We will work to help clarify your vision and to identify areas for improvement.

Your Regular SWAN Review Process

We will discuss strategies that can work for you and start implementing your personal SWAN process.

Looking to Sleep Well at Night?

"We have greatly valued James's advice and investment choices over the last 10 years. Looking forward to working with him for many more years!"

A.V. and B.N.

"He's very approachable and takes the time to really get to know his clients. His conservative approach to investing is welcoming. James has a very calm and stable approach when dealing with volatile markets.  He doesn't get caught up in the 'hype'."

J.E. and J.E.
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