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Jeanette Beaver
Diane Gray
Jeremy Zymerman
Jerome Courtemanche

Address
20 Erb St W, 4th Floor
Waterloo, ON
N2L 1T2
Map


 

We Offer a personalized approach to wealth planning for Canadian Families in the Grand River communities.
 

What's Your Life Stage?

Pre-or Post-Retiree?

We can guide you through and effective and holistic planning process in areas such as inter-generational 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 beneficiaries 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.
 


Parent, 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.