Financial planning and property investment experts on your team
Our property investment advisors (PIATM) will work hand in hand with our certified Financial Planners to assess your life and financial goals and current finances holistically and craft a highly tailored Goals-Based Wealth and Property PlanTM for you.
Our PIAs are professionals who personally own investment properties, are well-versed in everything Real Estate investing, who rely on our market insights and research and are able to bring together the knowledge and orchestrate expertise from various licensed professionals including: Mortgage Brokers, REALTORS, Financial Planners, Lawyers, Accountants, Insurance Brokers, Property Managers, Inspectors to bring your Goals Based Property and Wealth Plan to life.
Our PIAs will always be here for you as you grow your portfolio. Guiding you and answering any questions you may have in regards to your plans and will conduct an annual Goals Based Property and Wealth Plan review to ensure that your plan is always aligned with any changes in your life.