We’re aligned with you, focused on helping you articulate – and achieve – your personal vision for wealth.
Beyond portfolio management, we provide a comprehensive financial roadmap through ongoing strategic and practical advice, experience, discipline, and an eye on the big picture, so that you stay on track with your financial goals.
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. 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.
The Bakeeff Cruikshank