Everyone Can Benefit From a Trusted Advisor

We believe everyone can benefit from our services but there are some common examples of scenarios where our services are helpful. If you, or someone you know fit one of the descriptions below or you simply want to better understand how we can help with your financial affairs, contact me for a complimentary consultation.

 

You will benefit from of our services if you are: 

  • A young family interested in establishing a solid foundation for your future
  • A business owner seeking tax-efficient investment strategies for retained earnings
  • A corporate executive with a goal of early retirement
  • A retiree who wants to maintain a consistent standard of living
  • Undergoing a significant life change such as marriage, divorce, inheritance, etc.
  • A professional athlete looking to protect & grow current income for post-career years
  • A farmer in the early stages of planning your succession
  • A recent widow or widower with little knowledge of your finances
  • Contemplating avenues for philanthropy and charitable giving

We Tailor Our Services to Your Needs

We’re aligned with you, focused on helping you articulate – and achieve – your personal vision for wealth.

Beyond portfolio management, we provide a comprehensive financial roadmap through ongoing strategic and practical advice, experience, discipline, and an eye on the big picture, so that you stay on track with your financial goals. 
 

What’s Your Life Stage?

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.
 

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 secure for the future.