Our Process

Your Future Starts Today.


While the first step is to meet with you today, it’s your tomorrow that we care about the most. To plan for a prosperous future, some groundwork must be done today. Our extensive discovery and planning process focuses on what you want and the best strategies to get you there regardless of product or compensation. Planning for the future can be a daunting task, but with the right tools and stepping-stones, it does not have to be. Our goal is to not only prepare you for tomorrow, but to excite you for the joy that it can bring you and your family today.

Here is what our process looks like:

First, we find out what you are looking to achieve.


Examples and questions include:


  • How much do I need to save to retire?

  • How do I leave my grandchildren an inheritance without encroaching on my children’s estate?

- Where and how do I save for my children’s education, help pay for their wedding and assist with a down payment on their first home?

Next, we discover and assess where you are now.


Examples and questions include:
- List all of your personal and corporate assets (cash, GIC’s, investments, RRSP’s, TFSA’s, RESP’s, real estate, holding companies, family trusts, etc)
- Describe what is most important to you?
-Do you have a Will and Power of Attorneys?

And finally, we figure out how to get you there.


As your primary advisor, I am here to help you understand where you are now, envision where you want to be, and realize and achieve your goals.
This will include a Comprehensive Family Plan and
Ongoing Work to Keep You On Track

Click here to complete a questionnaire

Click here to view how we work with you to keep you on track