Financial Planning
More Than a Plan—A Personalized Strategy for Life
We don’t believe in handing you a thick financial plan, sending you on your way, and calling it a day.
Instead, we build a Financial Strategy—a living, breathing roadmap that evolves with you. It’s a set of clear, data-driven projections designed to guide your decisions and help you reach your goals, with support every step of the way.
Your Financial Strategy isn’t a one-time project. It’s an ongoing conversation between you and your advisor—reviewed regularly, refined as life changes, and always anchored to your most important priorities.
Answering Your Questions
We take ownership of your strategy alongside you, giving you confidence and clarity as we tackle life’s big financial questions:
- How long will my money last?
- How much can I spend in retirement?
- When should I take my government benefits?
- Which of my assets should I spend first?
- Am I saving enough?
- How much will be left for my kids and other beneficiaries?
Related Services
We offer a number of financial management services, all individually tailored for your goals.
Estate Planning
Estate planning is for everyone. In Canada, No estate tax is owed when an estate is transferred to your heirs.
Tax Planning
An investment tax strategy is not just about writing the government a cheque; it’s also about lowering your taxes.
Insurance Analysis
Proper analysis is vital to ensure that you aren’t paying too much and that you have the correct type of insurance.
Retirement Plans
If you have an established Retirement Savings Plan or are just beginning, it is never too late to begin saving.