Financial Planning


What Should You Expect from Us?

Beyond customized portfolio management – the inherent skill sets of asset allocation and balancing risk against reward – you can expect a comprehensive financial roadmap through ongoing, strategic and practical advice that’s rooted in experience, discipline, and an eye on your short- and long-term objectives. 

A Full Spectrum of Advice

Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals


Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)


Referrals: Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts


Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing


Education: Information and resources to help you participate in – and maintain ownership of – your financial future


Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.


Estate Planning: An effective action plan to ensure that your wishes are secured


Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized


Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment


Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital


Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)


Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement


Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts


Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed


The right Investment strategies to meet your needs.


An investment advisor can help you achieve your financial goals.

Contact us today.