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 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.
Response time commitment of 24 hours
Availability of any team member
Consistent and reliable meeting schedule and check in calls customized to our clients’ preferences
Specialized reporting delivered semiannually in addition to regular monthly reporting.
Weekly enewsletter: For the past 15 years (since ‘05!) our team has sent out a weekly enewsletter every Friday afternoon. For a sample, see here or contact us for a free 3 month subscription. We want our clients to be able to stay informed, each and every week!
Educational content: team driven videos and written documents to enhance financial literacy
Administrative Excellence: recognized by peers for outstanding documentation and compliance management
Highly competitive cost structure: Continual analysis, and adjustment when needed, to ensure integrity in our pricing. In 2019, we chose to lower our fees.
Recognized as a Premium Wealth Advisory Team: stated by third party practice management group.
Integrated Collaboration: with other professionals that our clients work with and our team selected subject experts.
Depth of Team: like any good business we look at continuity and succession planning. Our depth of team and cross functional skills protect our client’s interest long-term