Our clients are incredible.
Our clients recognize that the success of their retirement is too important to manage alone.
Our clients want a trusted team as a partner, to give comprehensive and impartial advice for all aspects of their financial life.
Our clients understand the value of their time, and our expertise.
We feel that we are a reflection of our clients. We work with people from many different walks of life, but most of our clients are:
Most of our business growth is through referral, and we like it that way.
We recognize and are honoured by the trust our clients place in us, and we remain steadfast and accountable to that trust. We have been blessed in that the majority of our business has been built through the years by referral. This is likely some of the reason why we’ve built out such a focus on family within Armour Wealth. We still have room for growth, but we want to ensure that it is the right fit and as a result, we will continue to focus on building our business through referral as a constant. We call this growth organic, and it allows us to focus on what matters… working hard for our current clients. Whether you are new to investing, established in your career, or planning to retire, we’ll work with those referred to us to Guide you through a financial plan that aims to help you Guard and Grow your wealth.
Your family is unique. We get it. Ours are too! Families come in all shapes and sizes, and as a result, each family deserves a unique plan to meet and define its goals and to protect what matters most.
- As a partner, it’s important to find balance with your partner and to define a path that satisfies both your shared and individual goals.
- As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success as well.
- And as a caregiver, your needs expand again beyond yourself in a broader direction still. New costs and time constraints often require a delicate balance when protecting multiple generations.
Regardless of what your unique family might look like, we can help, and perhaps just as importantly… we want to.
You’ve worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you’ve accumulated can be filled with uncertainty.
Together, we’ll develop a plan that helps you accumulate wealth while you’re still working, and aid your transition to a fixed retirement income.
Small Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It’s easy to be swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help create a financial foundation that aims to care for your employees and executives and reduce the impact of an unexpected loss.
When it’s time to pass the torch and leave your business, we’ll be here to plan your business succession and exit strategy to help ease the transition into life after work. We have built these plans into our business in order to prepare our team and protect our clients, and your business and your clients deserve the same.
Are we a fit?
Reach out if you think we might work well together.
We look forward to meeting you and seeing how we might help.