Risk Management

What Is

Risk Management

Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related to capital, markets, currency, taxation, outliving your capital, death, disability, critical illness, long-term care, and travel/living outside the country – help us determine sound financial strategies that are right for you.

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who we are

Meet Our Team

Graham Roy<small> CIM<small>®</small>

Graham Roy CIM®

Portfolio Manager & Financial Advisor
Thomas Cook<small> B.Sc, CFP</small>

Thomas Cook B.Sc, CFP

Certified Financial Planner
Ben Rivard<small> CPA, CA, CIM®</small>

Ben Rivard CPA, CA, CIM®

Financial Advisor
Tyler Smith

Tyler Smith

Financial Advisor