Our values

We're in this for life

A Financial Planner should help you answer the most important questions: 'Am I OK?' and 'Can I live the life I want?'.

That philosophy inspired us to create Imagine and it’s what continues to drive us today. Our Lifewealth process approach goes beyond traditional financial planning by keeping the focus on your ideal life, to give you complete clarity, confidence and control in your financial life.

Our purpose

We believe in applying inspired thinking that’s intuitive to your needs. We are here to improve people’s lives by bringing truth, understanding and discipline to the financial choices they make every day. We’ve created simple, yet powerful processes to link your financial resources to your life plan. From there, we tailor advice and a financial plan to help you meet your life goals — not just your financial goals.

Anything is possible when you have clarity of vision

You are dealing with a financial planning firm that is passionate about what it does and how it delivers that service to you.

We have built a reputation as the go-to advisers for clients looking to receive an alternative approach to financial planning. Our mantra is that anything is possible when you have clarity of vision. Our Advisers have been giving financial advice for over two decades and continually strived to perfect an exceptional service. We are tremendously proud of the trust clients place in us, and it is an honour we work diligently to uphold every day. We’re also committed to developing long-lasting meaningful relationships.

It's not hard to make decisions once you know what your values are.

Roy E. Disney

What's really important isn't your money, it's your life.