What We Do

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We will help manage your investments, plan major purchases such as a house, family cottage, or a business venture. We help plan your retirement, and assist in estate planning. We aid in securing your family and what’s important to you.

There is a wide variety of investments available in Canada, we are able to offer most and can search the marketplace to find what is the best fit for you and your family. We like focus on low cost alternatives to traditional mutual funds sold by Canada’s largest institutions. This allows you to keep more of your money.

We help plan for the unexpected and safeguard what’s important to you. We represent most of Canada’s largest carriers, which allows us to find the best fit for you, at the best price.

We develop an individualized plan to minimize personal, trust, and corporate taxation.

We assist in protecting your legacy while incorporating tax minimization strategies.

We plan for major expenditures (house, cottage, and business) and will help defend and advise our clients in negotiations with lenders.

We will analyse your options for you so you can make a well informed decision.

We provide the very best group retirement and insurance plans through Canada’s top carriers.

Get a customized retirement needs analysis using our detailed cash flow approach.

We will help you determine your retirement income goals and the actions necessary to achieve those goals, through identifying sources of income, estimating expenses, implementing a savings program and managing assets and risk.

The Process

 

  1. First meeting
    What do you desire in a planner? What can you expect from us? Are we a good fit?
  2. Second meeting
    Discovery session and needs analysis of your current situation. What goals and concerns do you have? Where are you and where would you like to be.
  3. Financial planning
    We analyze your current situation, develop a personalized financial plan and prepare custom recommendations.
  4. Third meeting
    We present your financial plan with current state and recommendations.
  5. Implementation
    We implement your chosen recommendations and monitor and adjust regularly.