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OUR SERVICES

We understand that your financial journey is as unique as you are. Our comprehensive suite of services is designed to empower you with the tools and expertise needed to make informed decisions about your financial future. Whether you're planning for retirement, seeking investment opportunities, or looking to safeguard your assets, we're here to guide you every step of the way.

Financial Planning

A service tailored to your unique aspirations, providing a roadmap to a secure and prosperous financial future.

Advance Planning

We can:
Review your will and key legal documents on a regular basis.

Recognize and adapt to changes in your situation. Make special plans for disabled family members and elderly parents. Manage the competing interests of competing families.

Discuss affording end of life care.

Risk Assessment

It’s often what you don’t know that can really hurt you. We can assist you to understand your existing risk profile in terms of health, income, and investments, and develop a strategy to minimize the potential downside.

Business Investments

We can:
Recommend appropriate ownership structures, safeguards and opportunities for your business investment.

Recommending whether incorporating makes sense in your circumstances.

Risk Management Insurance

We can recommend appropriate Life, Disability, Critical Illness and Long Term Care insurance plans for you, your family and your business.

We can also recommend ways to use insurance to pay less tax.

Divorce Guidance

Divorce is difficult, and in the midst of all the change, loss and uncertainty, you need an expert who can help you find a pathway to a secure future.

A divorce is not another step in your financial plan, it is a complete reordering of your plans, and we have years of experience in guiding clients through the divorce process.

Divorce Financial Planning

We can help you with:
Restructuring your family into two households.

Tax-efficient division of family assets. Provide for your children. Decide to keep the house or the pension.

Advice on splitting the Canada Pension Plan.

Determining if what you are going to receive enough.

Asset Management

One of the most complex aspects of the divorce process is managing assets. Our team will use our years of expertise to help relieve the stress and confusion that this process can cause. Our goal is to help develop a clear strategy and minimize the risk to you.

Benefit Plans

We will work with you to explore benefit plans that can help provide some relief during a divorce. Our planners will discuss your options with you in depth, and stay by your side throughout the process.

Divorce Planning

Navigating the complexities of divorce can be emotionally and financially challenging, we provide expert guidance and support, helping you make informed decisions.

Tax Planning & More

A service tailored to your unique aspirations, providing a roadmap to a secure and prosperous financial future.

General Financial & Tax Planning

We can:
Ensure you are making the most of what you have.

Identify how much you can save and invest to maximize your financial health.

Design spending plans that allow you to live comfortably while still meeting your long term goals.

Ensure that you have strategies and plans that are as tax efficient as possible.

Retirement Planning

We can assist you to understand and help you integrate your pension plans, RRSPs, Canada Pension Plan (CPP), Old Age Security (OAS) pension and other sources of income into a secure and sustainable retirement plan.

As well as make sure your retirement income streams are tax efficient and attract the maximum possible government benefits.; medical care, avoidance of the OAS clawback, pension splitting.

Education Planning

We can develop a strategy to make future education options available to your loved ones within your budget.

Disability Savings Plans

We can provide advice on government-sponsored savings plans for disabled family members. We can also recommend appropriate Life, Disability, Critical Illness and Long Term Care insurance plans for you, your family and your business.

We welcome the opportunity to engage in a meaningful conversation to determine if our services align with your financial goals and aspirations. Please reach out, and let's explore how we can help you achieve financial success.