Every client defines successful financial planning differently.
We want to understand your definition.

We’ll help you retire on your schedule, provide for your loved ones, maintain your quality of life in retirement and leave the right legacy. Our plan is heavy on easy-to-implement strategies and light on complex jargon.

We integrate your investment strategy with all other aspects of your financial life, and prepare a holistic, customized plan that covers all parts of your finances: today’s needs as well as retirement cash-flow, tax optimization, life and disability insurance requirements and your estate.

There’s a lot that goes into a financial plan, but the plan itself isn’t the primary benefit of our joint effort. It’s the comfort of knowing that a team is looking for your financial best interests. It’s the peace of mind that comes from knowing your financial life is under your control.

We consult with you and your other service providers to make sure everything is accounted for and your estate will be optimally managed.

We work with you to identify your cash flow needs and account for multiple scenarios to bring you peace of mind and help determine when you can expect to comfortably retire.

We’ll help you understand and manage risks associated with investments and ensure you have contingency plans, insurance and diversification options.

Not close to one of our four offices across Canada? No problem! We offer comprehensive service to all our clients from coast to coast for their financial needs.

We work with you, your successors and third parties to develop a solid succession plan that ensures smooth leadership transitions and honour your intentions.