Our personalized approach helps you make the most of your success—whatever your life stage.

 

Pre- or Post-Retiree

We can guide you through an effective and holistic planning process in areas such as cash flow, long-term care, retirement and estate planning (including counsel at family meetings to share thoughts, wishes and objectives); intergenerational wealth transfer and 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—providing 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 a 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 considerations, succession planning and more.

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 discuss 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.

To ensure we can best support your financial goals; our comprehensive approach is tailored for clients with a minimum of $1 million in investable assets.