middle aged family



Your partner, your children, your parents, your passions. All are so very important.


Your financial situation plays an important role in your world.


We want to help.


We will help you clarify and understand your current position. We will help you determine your priorities and goals. Most importantly we can start you on a plan to help you reach your goals.


We can offer our assistance and services in so many areas.


Family Priorities - Net Worth, Real Estate, Assisting Kids, Assisting Parents


Income Protection - Disability, Survivor Income, Asset Protection, Critical Illness


Investments - Traditional Brokerage, Managed Money, Fee-Based Brokerage, Risk Management


Retirement - Investments and RRSPs, RRIFs, Locked-In RIFs, Company Pension, Business Succession


Estate Plan - Wills, Trusts, Heirs, Charity


If it is part of your world . . . it is a part of ours.