Core Services

A financial plan is your roadmap to your financial goals - career change, retirement, college fund. We work with you to give you a clear sense of where you are and how to get you where you want to be.

We purpose-build our investment portfolios to your unique situation. Whether you are conservative or aggressive, seeking growth or income, have a short term or long term goal, our team will create an investment portfolio that matches your needs.

Who would have thought retirement would come with so many questions - when to take CPP? When should we open a RRIF? Can I avoid the OAS clawback? Book a meeting and let us simplify retirement.

Education is expensive. We can help you with strategies to support your kids/grandkids with flexible college and university savings programs.

A disability can quickly change the financial plan for immediate and extended family. We can help you with strategies including registered products and trusts for those in your family or community who may need extra support.

Life is full of risk. We work with you to quantify that risk and determine which risks to accept, which to mitigate, and which to outsource. Beyond mitigating risk, we use insurance products selectively to enhance the net worth of clients with unique tax circumstances.