Our Clients
We offer a personalized approach to wealth planning for successful, wealthy Canadians.
What's Your Life Stage?
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.
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 a 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.
"I've been a client for close to 30 years and have found Bonnie provides balanced guidance that is not intimidating to a newbie investor but challenging enough that you learn as you go. Bonnie is very patient and welcomes as many questions as it takes to make a comfortable decision." KL - December/2018
"Elias is knowledgeable, punctual, very pleasant to work with and has demonstrated integrity and a strong work ethic. He is patient in explaining the sometimes-difficult investment environment and is able to put things in perspective for my wife and me. His work on our retirement plan has been a positive experience and given us confidence that we have made the right choices based on his expertise, recommendations and the options available to us." HV+JK - June/2021
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments
Looking for help to achieve your financial goals? Contact us today