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Contact Us

John Strba, CFP, TEP
Clara McPherson

Tel: 905-897-5217

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
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Who We Work With

Our clients are professional athletes, business owners, companies and successful individuals.


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.
High Net Worth Individual
We can assist you in preparing a financial, estate and tax plan to leave your legacy, provide options for philanthropy, regular communication and sound advice.


Do you find yourself in one of these lifestages? We offer a personalized approach to wealth planning for successful, wealthy Canadians. Call us today.