Personal & Family

You may be starting your family and trying to maximize it all. Having the proper insurance and investment plans in place now will allow you live the lifestyle you want now and in the future. We can help! We can recommend the proper insurance plans to make sure your family is taken care of. We can recommend a savings plan to help you achieve your goals. We will take a look at the plans you have already started and make recommendations to have greater control over your money.

You may be looking at retirement and wondering how you are going to get there. We can help. We have advised many clients on the transition from career to retirement with a strong direction on how the plan will work. We will answer the questions of when do you take CPP and OAS. We will show you how to structure an income plan for retirement in the most tax efficient manner while not running out of money!

We provide financial planning support in the areas of:

  • Retirement planning
  • Investment strategy and solutions
  • Portfolio management
  • Private equity
  • Life insurance, critical illness insurance and disability insurance
  • Tax and estate planning
  • Kids education savings plans

Entrepreneur & Business Owner

Whether you are a sole proprietor or incorporated, we can provide you recommendations on how your personal finances work with your corporate finances. We understand how busy you are and what it is like to run a business. We provide recommendations that zero in on what you need by keeping it simple yet direct.

We provide financial planning support in the areas of

  • Bringing together personal and corporate finances
  • Corporate investment solutions
  • Corporate insurance solutions such as key man insurance and disability insurance
  • Estate and succession planning
  • Group health and dental benefits