Planning For All Generations
Together, we provide over 50 years of combined financial planning experience to provide you the most up to date retirement, tax, insurance and investment solutions.
To retire, you need to understand how your pension, investments and government benefits will all work together to give you an enjoyable income for the rest of your life.
Your investment portfolio needs to match your objectives. We use high conviction funds to optimize your investment returns to grow your retirement investment assets or to generate income when you retire.
Insurance is an effective risk reduction solution that can be tailored to your specific situation. The three main insurance solutions that we provide are life insurance, disability insurance, and critical illness insurance.
Your tax strategy is equally or more important than your investment strategy. We help you choose the right combination of RRSP, TFSA, Non-Registered and estate planning strategies.
If you’re a business owner, employee retention is top of mind so that you don’t lose your best employees. We offer employee benefit plans as well as pension and group retirement solutions.
Our clients enjoy discounted mortgage rates saving them hundreds of dollars on interest costs.