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Andrew Galbraith
Sundas Shah
Darren Knott

Tel: 905-685-6277

Address
80 King Street West
Suite 600
St. Catharines, ON
L2R 7G1
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Total Wealth Planning


Feeling confident about the future comes from knowing where you stand now and how to get where you want to be. We can help put you on the right path.

Your personalized total wealth plan gives you peace of mind and provides a clear financial roadmap to accomplish what is important to you.

As one of Canada's largest and respected firms, we use experts in taxation, estate law, retirement income, and business succession planning to bring a thoughtful action plan for you to consider.

 
Your plan will address these issues and more


Will my assets fund the retirement I desire?

Is my investment strategy consistent with my financial goals?.

How do I pass along/sell the family business or cottage?

Will I be in a position to fund our children’s post-secondary education?

Will I be responsible for the care of an aging parent or special needs child?

If I were to die, would my family be financially secure?

 

We provide expert advice and leading service in order to earn your trust. Get our team working for you.