Atlantis Financial Incorporated, Barrie, ON

Founded in 2000 by Simon Ffrench and Allan Norman. Atlantis Financial Inc., is a financial planning firm that focuses on the premise that since each persons lifestyle differs, so too should their financial plan. Founders Simon Ffrench and Allan Norman offer clients something different that they can't easily get anywhere else. This includes the ability to take advantage of a fee-based structure rather than the traditional model where fees associated or charged on financial planning products and services are often hidden or people aren't made aware of them or the respective amounts. Atlantis Financial Inc.'s fee-based model increases accountability, allows clients see how much they're paying, and portions of some investment fees are tax-deductible. The fees are often less and the most important aspect of the structure is that the client's best interests are looked after first and foremost. Instead of offering portfolios based on whether a client scored low, medium or high on their risk assessment, the focus is on the mindset and lifestyle a person brings to the table. Clients are guided through a pre-planning process that establishes their financial goals along with the lifestyle choices they plan to make. Before submitting the plan to real-time, computer simulation is used interactively with the client to see how their financial plan will stand up to various market fluctuations and so that clients can see and understand the impact lifestyle choices have on their future. Atlantis Financial Inc., attracts people who are looking to step outside the accepted model and take control of their financial future. By putting power into the hands of clients and implementing an individualized process and structure, clients receive a financial plan that meets their needs.