We are a full service boutique firm with the ability to prepare our clients for the future through our diverse planning services.
Sound financial management strategies play a role in supporting a successful business. We achieve the most efficient structures through considering a variety of options, such as buying and selling partner insurance, shareholder agreements, employee benefits, health spending, or wellness accounts.
As the complexity of your life increases, establishing your legacy through your heirs, businesses and interests become more and more important. We work with our clients to manage wills and power of attorney, trusts, heirs, charities, business transfers, and succession planning.
For most people, a group benefits package at work offers sufficient coverage for every day health spending needs. But what happens when you move to a smaller firm that does not offer health insurance? Or if your family decides that one person will not return to work after the birth of a child? Knowing that planned and unexpected health care costs will be covered is an important part of your financial decision-making process.
We help structure your plans for life, critical illness, disability, long-term care (LTC), travel, and personal health-care insurance.
Regardless of your planning horizon, thoughtfully managing your investment strategy today, will create the path to achieving your future goals.
Our advisors offer their expertise in cash flow management, government benefits, pensions, registered retirement savings plans (RRSPs), registered education savings plans (RESPs), registered retirement income funds (RRIFs), life-style planning, tax-free savings accounts (TFSAs), and tax-advantage investing.