NYL was launched January 1, 2011 by our founder Greg Toews. Through years working in insurance brokerages and large financial institutions he realized the need for a specialized firm nimble enough to customize to a client was needed.
The term Navigate Your Life was derived from what the firm hopes to achieve at its most base level. We want to help you navigate through life by taking one of the biggest pressures and time consumers off your plate. Let us Navigate Your Life.
We build our clientele through strong relationships from our select referral sources and our satisfied clients. We believe that a common ‘financial’ philosophy with our clients is the most important factor in whether we can work together.
Our Value Driven investing and strong tax platform makes working with business owners, self-employed professionals and individuals with diverse investments a natural fit. We work on a fee for service basis that allows us to customize a package of services to your needs.
We aren’t your grandparents firm. We manage our firm like an investment. We keep our expenses low, our profitability high, minimize our risk and the aim is always to meet the shareholders standards. In our world you are the shareholder.