Three Degrees of Influence: Plan for ourselves, Provide for others, Influence them to keep giving.
To Drive High-Value Solutions, Relationships, and Education
The ongoing act of aligning client goals and objectives with intelligent planning. We facilitate ongoing review and communication in person and online using a clear mandate, custom documentation, and an integrated timeline.
Be involved. We ask for our client's commitment to be part of the solution and engaging in the process through discovery, implementation, and review. Although meetings are focused on education and opportunity, our relationship is founded on communication and trust in one another.
It's more than money. Wealth is having the freedom to choose how we use our time, and having the capital, security, and influence to enjoy it. Barriers to wealth are only temporary.
Clear and confident decision making. We facilitate an environment where a client's advisors in accounting, law, banking, and family harmony are all sitting at the same table clarifying options and helping clients make confident decisions.
Helping business owners, entrepreneurs, and self-employed professionals develop and maintain an effective tax structure. We believe in aligning flow of capital with multiple goals including executive compensation, providing for employees, risk management, business continuation and succession.
Individuals and family orientated professionals looking to coordinate their short and long term goals with the appropriate vehicles. We help clients build wealth and accumulate capital earmarked for the major milestones in their life and the lives of their family.
Intelligent and systematic disbursement of capital from a variety of sources. Risks include taxation, inflation, mortality, longevity, and client health. We understand there are a lot of moving parts and an ongoing desire to balance maximum income and preservation of family capital, along with individual goals and objectives.
Influence. A vision for clients to be more than themselves by influencing and contributing to their family and community. We specialize in the creative design and implementation of estate structures that provide an ability to give and maintain capital during life and well after death.
"I have been a client of Three Degree and its predecessors for over 40 years; they have continued the high level of service I first came to expect. In restructuring my corporate whole life portfolio they patiently explained the complex procedure, provided excellent reference materials, and facilitated an introduction to an actuarial firm specialized in this type of work. The team at Three Degree then worked diligently to effect the sale as planned with first-class service."
"What appeals to me most about working with Three Degree is the time, dedication and diligence they take to understand their clients personal and business needs. The professionalism from this organization is outstanding and is clearly apparent from the moment you walk through their doors."
"Working with Three Degree has allowed me to provide greater access to highly skilled professionals in the area of financial planning. Whether in the area of estate planning or asset management, personal or corporate, they find creative strategies and solutions for our clients. Their collaborative approach to client management is effective and promotes a team approach. I never hesitate to refer Matt and his team to our clients as he brings both experience and value to the table each time."
"Our organization has found great value in leveraging our relationship with Three Degree and their network. Matt has been a strong ambassador of our work and helped to open new doors to the business community in Ottawa and Kanata. We hope to continue to grow together and create new opportunities for our both our members and sponsors."
"Three Degree has provided me with a fresh new outlook on my insurance and investments. During recent transactions, their keen insights and depth of knowledge were invaluable in making what I see as very wise decisions. They are straightforward, efficient, extremely competent and very personable, which makes dealing with them a complete pleasure."
"Three Degree genuinely cares about their clients. They take the time to understand client goals, ensuring that they are at the forefront of any planning decision."