We believe in taking a comprehensive approach to understanding a client’s financial situation because it’s more than just a process, it’s your financial well being. Acting as your personal financial quarterback, we are here to listen, to explain, to provide a sense of comfort, and to help you realize your financial goals.
As part of this approach, we incorporate responsible investing by recognizing that ESG considerations are unique to each client. Through a proprietary screening tool that analyzes over 1000 value fields, we create customized portfolios that align with both your financial goals and your personal values.
Portfolios are managed individually rather than through third party funds, allowing us to maintain full transparency and flexibility in how your investments are structured. Each member of The Horan Team takes pride in delivering on our promise through honesty, integrity, trust, and care.
Services Offered in RI
- Charitable giving
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Succession planning
Minimum Account Size
$1,000,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Nova Scotia
- Ontario
- Prince Edward Island
- Quebec
- Yukon
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador