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 .
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; and implementing, and monitoring, your educational plan.
Common Accounts we manage for our clients;
- Non-registered accounts
- Private Corporations/Personal Holding Companies