What we do

We work closely with you to gain a clear understanding of your life, not just your finances. We assist in identifying your true priorities and subsequently devise a financial plan tailored to accomplish those goals. This plan serves as the foundation for a flexible process that adapts to the inevitable changes life presents.

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What we don't do

  • Subscribe to the latest fads in investing that lack a strong regulatory framework and track record.

  • Engage in high pressure sales tactics or make promises that we can not keep.

  • Offer financial products or advice based on anything other than what's in our clients best interest.

We answer questions like:

  • Is the government's RRSP plan the best way to save for retirement?

  • Am I using all of the tools available to me to reduce my tax bill?

  • How do I invest when I am nervous about the current state of the markets?

  • Is there anything I'm overlooking when it comes to my finances?

  • How can I best plan for my child's future after high school?

  • How much portfolio risk do I need to take on to achieve my financial goals?

What to expect when you work with us

Our mission is to empower our clients with the knowledge, resources, and guidance they need to make well-informed financial choices.

Learn About Your
Current Situation

Where are you now and where would you like to see yourself.

Develop & Present
the Financial Plan

Identify challenge areas and opportunities.

Implement & Monitor

Monitor your financial progress and make adjustments as needed.