Ron Cairns

Investment Advisor

A portrait of Ron Cairns

An advisor who puts clients first offers the best advice 

  • Most people need an advisor they can trust to act in their best interest -  someone they can collaborate with to make smart decisions about their money
  • Most people want a plan with appropriate structure, balance and diversification to ensure accomplishment of their goals
  • We offer an individually-tailored approach to accommodate the scope and depth of your investment and retirement planning 

 

Retirement planning is complex - we offer solutions to provide you with the confidence to succeed 

  • A key part of your plan is providing for your lifestyle retirement goal - our retirement projection focuses on tax-efficient accumulation and withdrawal strategies to map out a plan for you
  • Portfolio management is a key function within our financial planning approach
  • Reviewing your progress frequently serves as a prompt to take action to ensure your goals remain on track

 

Gain control of your time - don't wait until you retire to achieve financial peace of mind

  • We have offered retirement and investment planning to legal professionals, owners of small businesses and wealthy individuals through market cycles over 30 years
  • The discipline of our Investment Policy Statement ensures that we understand your comfort with the balance between risk and return
  • We emphasize a personalized approach, easy to understand communication and transparency of the total cost of our service