What We Do

Financial Advising

A financial strategy is more than just an investment strategy. Sound strategies involve the big picture: analyzing estate taxes, income taxes, education funds, and…

Tax Strategy

A tax strategy is not just something that takes place in April. Every day, you engage in financial transactions that are taxable. Some taxes cannot be avoided, but others can be…

Retirement Strategy

About half of Canadians hope to retire before age 60, but hope is not a strategy. What is your retirement strategy? Find out about the seven key strategies for retirement…

Portfolio Analysis

Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your account will determine…

Estate Strategy

An estate strategy is not just for the wealthy. Even for small estates, proper strategies can save thousands of dollars. What is a “deemed disposition tax?” Find out how proper strategies…

Insurance Analysis

Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on your situation, and an insurance advisor can…

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What We Do

Why You Need a Solid Financial Strategy

5 Costly Money Mistakes Millennials Make

A Financial Game Plan for Newlyweds

9 Common Ways Canadians Erode Their Wealth

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