Personalized, comprehensive Financial Plans that are revisited on a regular basis
A financial plan is a series of steps designed to help you achieve the things you care about most.
Everybody’s plan is different, and it should be specific to you to reflect your values and goals. The main step of retirement planning is determining what’s important to you.
A tax plan allows you to look ahead and determine what your taxes will look like.
It’s our job to understand the ins and outs of investments we recommend to our clients and build an investment strategy.
Estate Planning is an important aspect of your financial plan. It ensures your wealth is preserved and your wishes are carried out as changes occur in life.
We examine your present and future risk exposure, and evaluate the cost-effectiveness of your current coverage, while providing recommendations that will protect your lifestyle.
We help with RRSPs and benefits. We have access to leading fund managers that are generally not available to individual investors, as well as a diversified fund line-up.