Will I have enough?


It’s a great question that leads immediately to another. Enough for what? 


We’ve created a simple tool that allows you to think about where you are today, how you think about the future and what, if anything may get in the way.


Click here to take our 3 minute Financial Confidence Assessment.



​Have clarity around your financial well-being, confidence in your future, and peace of mind.


Are you near or in retirement?​

While many people eagerly await the day when working is optional, retirement can be unsettling. A significant adjustment is leaving behind a consistent paycheck and daily schedule.


It's very acceptable to inquire things like, "Can you afford to retire?" Can you live the life you want to live? How do you produce cash flow while protecting your capital? What options are there for tax planning? How government benefits maximized? How do you plan for your late life health care? 


We'll work through these topics together so that you feel secure about where you are, where you're going, and how to handle all the moving parts.​




Do your finances feel more complicated than you would like?​​

There are many things in life that can make your finances complicated.  


Owning a business, becoming an incorporated professional, or receiving equity based compensation, not to mention life events such as divorce or receiving an inheritance or windfall, can all cause financial complexity. 


Our team of planners have expertise in tax, estate, insurance, philanthropy, and lending, to help you understand and make the most of your opportunities.






This is BMO