There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:

 

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investment Management

Given that Frontier is a fiduciary and independent investment adviser we do thorough due diligence on all our investments that we implement with you. In addition to having access to regular investment we also have access to investment that normally is reserved for institutional investors. Investment...
 

Tax Mitigation Strategies

It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Protection Planning

Protection Planning should be nothing more than Peace of Mind because isn't this what we are all looking for when considering how to protect our families and businesses from a dramatic, unforeseen life-changing event? Insurance is a vehicle, which when implemented correctly, can give you that peace...