Like investment planning, estate and insurance planning is about defining goals, reviewing options, and implementing a sound, time-tested strategy. Working with you, your financial professional, and your legal and tax advisors, our team will follow a four-step process to help you achieve lifetime financial security and give you the confidence of knowing your estate will be distributed according to your wishes.



  • What assets could face excess taxation? What kind of legacy do you wish to leave?

  • What financial risks and opportunities should you address?



  • Fill in the gaps in your current insurance strategy

  • Recommend solutions for tax minimization, income security, asset protection and estate maximization

  • Implement a strategy that complements your existing investment and retirement plan



  • Facilitate discussions around succession planning and the use of dual Wills and trusts

  • Identify and assess other issues that may impact your long-term goals



  • Review results on an ongoing basis