FINANCIAL ADVISOR
Bryce R Cleave

I don't believe in putting the cart before the horse. That's the equivalent of having a financial solution in hand – a particular mutual fund or GIC, for example, or even a pre-packaged portfolio – and maneuvering your needs so it looks like that solution fits. I'd much rather understand your situation and your goals and then build a tailored solution that has your best interests in mind.

My approach to client service doesn’t stop there. I want to make sure you understand where we're putting your money and why. I want you to understand the difference between an RRSP and...