Our Services
Investments
Begin investing or reviewing current investments to achieve your long-term or short-term objectives.
Financial Planning
Reviewing or creating a detailed savings and investment strategy to achieve well-being and security over the long term.
Retirement Planning
Reviewing and determining your retirement goals and the actions required to achieve them.
Estate Planning
Reviewing and creating plans for the transfer of your estate after death.
Insurance
Implementing or reviewing your current life insurance and living benefits needs to reduce your financial risks with premature death, illness, or injury.
What is a Financial Plan and do I Need One?
A financial plan at its core is a map to reach your goals. It is not just your “financial goals” as everyone…
TFSA or RRSP – Choosing One?
Choosing whether to invest in a Tax-Free Savings Account (TFSA) or a Registered Retirement Savings Plan (RRSP) is easier than you think.…
5 Things to Know Before Investing
When it comes to investing, most people will make mistakes along the way, which is part of the learning process. There is…
Estate Planning: How Prepared Are You?
Just as any well-organized vacation requires thought, planning and attention to detail so too does an estate plan. At the time of…
Sustainable Investing
The market has seen an increased number of consumers wanting to invest their money into companies that align with their values, and…
Critical Illness and Unexpected Expenses
Smart financial planning involves preparing for the expected and the unexpected. Saving money for retirement or other long term goals is a…