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Bruna Kubay, B.A., CFP
Carla Pocobene, CFP
Bruna Kubay
Corri Desaulniers

Tel: 905-570-8810
Toll Free: 1800-267-8331
Fax: 905-570-1183

Address
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
Map

Other Locations

910 Queenston Road
Stoney Creek, Ontario
L8G 1B5

275 James street North
Hamilton, Ontario
L8P4V2

Our Clients

We offer a personalized approach to wealth planning for successful, wealthy Canadians.
 

What’s Your Life Stage? 

 
Pre-or Post-Retiree?  We can guide you through an effective and holistic planning process in areas such as intergenerational wealth transfer, cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); establishing/updating wills and powers of attorney; using insurance as a safety net; and appointing an appropriate executor to ensure your benefactors are secured for the future.
 
Young Professional?  We can work with you on a financial plan that reflects your priorities, ambitions, and long-term financial horizon – counsel around home ownership, debt management, stewardship of family wealth, saving and investing for retirement, and professional referrals to help you build a trusted network.

Business Owner/Entrepreneur? Whether start-up or mature business, we can help align your personal goals and priorities with the income-generating needs you face as an owner, including cash-flow management, preservation of capital, financing, tax and succession planning, etc.

Parent, Guardian or Primary Caregiver? We can assist you in preparing an effective education savings plan that includes calculating the cost of a post-secondary education; creating a savings strategy; determining account types in an RESP; advice on balancing financial priorities; and implementing, and monitoring, your educational plan.
Living with a Disability or Caring for Someone with a Disability? We can address ways to improve your financial well-being through solutions that include potential government benefits and tax credits, and developing a financial plan with decision-making directives and insurance alternatives.