At Ernest Maude we favour a holistic approach to financial planning, a progressive, all-inclusive treatment of our clients’ financial situation, both now and into the future.

  • All aspects of your finances, goals, lifestyle and ideals are brought together at once and analyzed as a whole, giving your aspirations “the bigger picture” they deserve.
  • Preliminary advisory process and fact-finding stage
  • Strategy recommendation with inclusive goals for wealth creation, debt management, taxation plans, estate planning and risk
  • Meetings and reviews afford informed decisions and choices for our clients so the final plan meshes seamlessly with your principles and values
  • Ongoing monitoring and review, including periodic portfolio value assessment reports, workshops and seminars, portfolio review meetings and strategy sessions, and end-of-year pre-taxation strategy and planning sessions

Holistic advice geared towards growth, security and peace of mind