Your Wealth Advisor - Canada

Your Wealth Advsior & Your Wealth Plan

We are Specialists in Your Life Issues, Simplicity & Guaranteed Solutions

Wouldn't you prefer a Wealth Advisor who redefines the meaning of service with state-of the-art simplicity?

"We are in the midst of a shift in the financial advice industry, one that will redefine what professional, trusted financial advisors do for you."

"This shift has been accelerated because of volatile and shaky investment markets, but it is the mature consumer who needs different advice that is the primary catalyst of this shift. For the past decade, we have seen a move on the part of our industry to tie financial advice to life stages and transitions, and away from straight investment management".

"The wealth advisor approach goes far beyond just managing money."

If it is in your life, it is in your plan.

Life Meaning

"Living a life of Wealth" This is your ability to do what you want, when you want and how you want.

We help with you define the what, when and how. Then we provide access to the means to accomplish them.

Life Changes

From your 50s right through to your 90s, you will go through six to eight very distinct life transitions. All of these have a financial consequence. They also have significant psychological consequences.

We seek to understand how you feel about life changes and to help you both anticipate and prepare for these transitions.

Creating a personal legacy

As steward of the family wealth you have ideas and a vision and you want to know your options. We help make your vision a reality without jeopardizing your own security.

A legacy is not always a priority or even appropriate. The form the legacy takes is also entirely your decision. The only rule here is to make sure you look after your own needs first.

Graham Cook - "In The News"

Click below for some Newspaper articles on

the "safe & smart approach".

"Suitable & Appropriate investments for a Worry-Free Retirement."

Consumer Alert

Click here to watch the:: CBC TV Special Can You Trust Your Big Bank Advisor?

"Have your investments lost money recently? Many Canadians facing serious financial hits on their life savings are starting to wonder how much they can really trust their financial adviser or broker. We bring you first-hand accounts of how big companies may be taking advantage of investors in small ways - and big ones too. And we debunk some of the myths surrounding those "trusted people" who are investing your money."

Graham Cook CFP, CIM, FMA, RDA

Composite Finance Inc.

Your Wealth Advisor - Canada

Wealth Management, GIC's, Pension Annuities, Worry Free Investments, Suitable & Appropriate Solutions For You

Your Wealth Advsior & Your Wealth Plan

Consumer Alert

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