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Deborah Bongard
Christopher Bowlby
Mark Parent
Rosemary Hart

1 First Canadian Place
40th Floor , P.O. Box 150
Toronto, ON
M5X 1H3

"I've Won The Lottery"

Winning the lottery or getting a professional sports contract is a once in a life time experience, where you suddenly have a lot more money than you may be comfortable with. With this large earning power and large transfer of wealth, there can be a lot of temptation to spend it all at once. We can help you take a step back from the event and reassess your situation to make the best plan for you, your family and your future.
We will work with you to take into account your goals and help you understand your options with your new investments.
Such changes in your life you may be considering include:
  • Lifestyle
  • Future
  • Legacy
  • Emergency
  • Large purchases
  • Etc.
Additionally, we’ll help answer some of the tough questions you may have:
  • Can I say no to family and friends that ask for financial help? How?
  • How much should I be saving?
  • How can I ensure my family will be taken care of for years to come?
  • What happens if I become injured or can no longer perform well in my sport?
We’ll show you how to use your new found wealth wisely, with a strategy that will set up a consistent cash flow that can provide for you and generations to come. Let us work with you to make the best possible decisions for your future.

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