Take the 21st Century Challenge

Making your money work hard, so you don't have to.

If you're like most of the investors we've helped achieve greater risk-adjusted returns over the years, you'll begin to make statements like "THIS SHOULD BE ME!" However, when an investor considers making a very positive change to their future wealth, their relationship with their advisor makes it awkward.

When your wealth and retirement are at stake, you need to make results the #1 priority rather than any perceived relationship. You've worked hard to create your savings and those hard-earned savings can potentially grow substantially.

As you'll see below, at 21st Century Advice, we have a track record of helping our clients to achieve their financial goals.

Compare your own portfolio's income to the income our clients enjoyed over the same periods.

Many of our new senior clients and others left behind a portfolio that included bonds and GIC's. They are shocked when they see the potential earnings they should have enjoyed. We emphasize that it's never too late to start investing smarter.

The most important part of our job is to ensure our clients receive the highest risk-adjusted returns. In order to meet that goal, we manage your risk rather than your money, a subtle but important difference. Doing the required research is a very time-consuming task but, is necessary to achieve the best results. We consider it part of our due care and diligence.

Our unique background and experience in corporate and trust clients enables us to recommend Individual Pension Plans when appropriate. Also, we can recommend a suitable option in the case of a defined benefit plan when changing or retiring from employment eg. OMERS, HOPP, Teachers etc.