Personal – What We Do

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Personal Services

Tax is the single greatest lifetime expense. An average two-income family could pay in excess of 1 million dollars over their lifetimes. Different types of earnings & assets are all taxed differently, so we develop an individualized plan to minimize personal, trust, and corporate taxation to help build wealth more efficiently. 

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 through our many partners 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 are proud to partner with companies that offer private real estate investments, socially responsible investments and many more options. 

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. Health Benefit plans, Life Insurance, Disability Insurance and Critical Illness Insurance are all areas we are experts in. 

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.


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.

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.

Helping to plan property purchases/sales in the most tax efficient manner to align with the rest of your goals and overall financial plan. 

Our partners offer real estate as part of an overall portfolio, as well as private commercial and residential real estate investments.

We help plan for it all. 

How do we pass wealth down to the next generation in the most tax efficient manner? We help you build and implement a plan specific to your situation and goals. 

Wanting to apply for pre-approval? Refinance? Or just looking for a better rate than you currently have? Apply with our partner Homewise here:

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