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Geoffrey Harris, CIM
Geoff Neal, CIM
Rebecca Mathews, CFA
Andrea Renzella

1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3

Life Events

Change can be exciting or frightening, anticipated or completely unforeseen. Regardless of how or why change happens there can often be implications to your financial well-being.

Having a resource to turn to during times of flux can help alleviate any anxiety you may feel.

Here are some of the we have helped our clients through.
  • New job/business
  • Marriage/Divorce
  • Birth of a child
  • Loss of a job
  • Illness or disability
  • Imminent retirement or sale of business
  • Loss of a family member
  • Inheritance