Do you have a plan?
Whether you are starting out on your investing journey or getting ready to retire, we can show you how to turn your financial goals into reality.
With financial planning, we can turn your financial goals into reality.
Our Services
Financial Planning
With advanced Financial Planning, we take you beyond the basic retirement plan to project your cash flow and lifestyle options.
We help you answer important questions such as:
Am I currently saving enough?
Am I invested in the right portfolios given my goals, time-frames, and risk tolerance ?
With RESPs, life insurance, and savings, how do I know how much to contribute to each?
Retirement Planning
We focus on creating a tax-efficient and personalized strategy to help you meet your retirement goals & answer important questions such as:
Do I have enough to retire?
How long will my money last?
How much can I spend in retirement?
When should I take my government benefits?
Tax Planning
We focus on helping you keep more of what you earned through effective tax planning & help you answer questions such as :
Are my investments tax-efficient?
Am I using the most effective tax planning strategies?
By partnering with tax professionals, we can help answer your tax questions & ensure that your tax returns (personal and corporate) are completed in a timely and comprehensive manner.
Estate Planning
We help you create a plan to transition your financial wealth to your loved ones.
Planning ahead ensures that you can pass on a legacy to your loved ones while minimizing the taxes they pay and avoiding delays in administration.
Gain comfort from knowing that your loved ones will be well looked after and that your affairs will be settled as you intend, without adding more stress to those closest to you.
Business Owner Planning
We help business owners create plans to increase revenue, productivity and profits.
Some of the benefits we offer business owners include:
Group benefits plans
Combined insurance
Health spending accounts for employees
Group RRSP plans/individual pension plans (IPPs)
Wealth Management
We focus on working with top fund managers to create portfolios to meet your needs.
We help you determine the right asset mix for your investments & work with you to create a portfolio that will meet your needs.
Insurance Planning
Our goal is to protect you and your family with suitable insurance solutions.
We strive to ensure that your family and lifestyle are well-protected.
We work closely with many insurance companies to provide solution that best suit your needs. It’s all about protecting your future today.
Our Client Family
“Today I thought about the first time I brought my husband to meet you. He couldn't even look at statements, didn't want to talk about it, and didn't really trust anyone. He trusted me enough to ask for your help, and you were so kind and patient. You helped both of us find a path forward. You helped coach my husband out of the business he didn't want to run, and when you told him he needed to make more money, I wanted to lunge across the table and hug you LOL!
For the last 10+ years, we've asked for your advice and blessing before every major financial decision. Now, we have over a million dollars in the bank, a beautiful home that's mostly paid for, a slush fund for vacations and emergencies and a hopeful retirement plan. Because of you, we have wills, life insurance and an education fund.
Your expertise, coaching and kindness have such an enormous impact on our lives. When I see my husband's face light up at the happy life he has been able to make with his money and we have long conversations about preparing agenda items for our investment meetings, I'm amazed at how far we've come. You are our North Star, and we are so grateful to you for everything.”
Julia L.
Ottawa Client Appreciation Event
Ottawa Cooking Class Event
