We encourage investment as it shows foresight in planning.  We aim to understand your investment objectives for RRSP, TFSA, and Non-Registered accounts to make appropriate investment recommendations that match your risk tolerance and time horizon. Our goal is to obtain the best return possible and achieve tax efficiencies through planning

Insurance plays a vital role in finances.  Not only does it provide much-needed protection to cover areas of vulnerability, but it is also a powerful tool used for wealth creation strategies.

When asked what retirement looks like, our experience shows most people can’t describe it. However, they know well enough to save so they can live comfortably. Furthermore, we recognize that retirement is more than just paying the bills. Therefore providing a framework to put all aspects of finance and lifestyle together is our competence.

Maybe you are new to finance and want to get started but don’t know what’s possible or where to begin, or perhaps you have some experience and want to make improvements. Regardless of your situation, we can help identify areas and recommend changes to bring you closer to your goals.

Not sure of the direction your financial path is taking?  Perhaps you are feeling orphaned? Sometimes a second set of eyes can make a difference and set you on a renewed course.  We know people’s situations change over time, so we take the time to review your case thoroughly to see if it aligns with your objectives.