Our Philosophy
We put you first
We strive to be the clients’ most trusted distributor by transparent dealings, focused on client’s primary interests. Integrity for us means being unbiased by distorted incentives & being independent in our analysis & recommendations.
- Keep clients’ interest ahead of ours
- Service to clients independent of any Bank, Mutual Funds or Insurance affiliations
- Ensure confidentiality of clients’ data
- Educate & empower clients to make smart financial decisions
- Service to clients in a timely fashion
- Help our client’s achieve financial freedom

We can help With all your financial advice needs, whether your situation is straight-forward or out of the ordinary.
Simply, we work with each client to develop, implement and maintain a relevant and comprehensive financial strategy, assisting clients to grow their wealth, meet lifestyle objectives and protect against risks.
Independent Advisor
As an independent advisor, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.
Boutique Firm
We are a boutique firm and we thrive on building long-term relationships with our clients.
Working as a Team
Our Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.