About Us

Our Vision:
Our sole objective is to provide unbiased investment services from a wide selection of financial institutions in a highly personalized manner.
We want to make money management easy for you.

Our Mission Statement:
By working independent of the Banks and Insurance companies we are able to offer unbiased advice tailored to each individuals needs.

Because we understand that no two clients are exactly alike, our relationship approach allows us to focus on each person's unique financial needs, thus creating flexible and customized investment solutions.

Background:
Darvin has spent more than 10 years in the Financial Planning business. He started out working in the banking industry and then later gained experience and knowledge working for a large insurance organization where he was recognized as a Top Financial Producer in Canada. Over the years, Darvin realized he could provide better service for clients working independently because no one company could provide all the products to fit their needs.

Darvin has attained the following designations.

FSCI - It is recognized as the highest honor in the financial services industry.
http://www.fcsi.ca/index.html

FMA The FMA educational program advances you beyond a study of complex financial planning and wealth management concepts, techniques and solutions.

CFP – CFP stands for Certified Financial Planner™. The CFP™ registered certification marks identify individuals who are dedicated to a high level of professionalism in providing financial planning advice. The CFP credentials assure you that those using them have agreed to adhere to the highest internationally recognized standards of competence and ethical practice as set out by Financial Planners Standards Council (FPSC).

http://www.cfp-ca.org/public/public_faq_cfpdesignation.asp

Darvin is continually educating himself through seminars and workshops throughout the industry.

We have a number of industry partners able to help build Financial Solutions for our clients.