If you’ve ever thought…

“What do I want my retirement to look like and how much will I need?”

“How can I leave a legacy?”

“What do I need to know and do right now to make my future better?”

Our Financial Planning Team Is Happy To Help You!

Taking a holistic approach and considering both your business and personal life, we draw on our credentialed expertise in multiple areas to build a solid plan that suits you to a “T”. We revisit it at our regularly scheduled meetings to note any changes and recalibrate if required. Managing risk is important, the right portfolio of investments and insurance ensures you are covered. We also provide you with access to SideDrawer a secure web and mobile platform to store and manage all of your confidential documents. Setting up a shared folder is easy and provides both of us access to key documents.

  • Benefits Management and Planning
  • Business and Family Business Succession Planning
  • Business Planning
  • Education Planning (RESPs)
  • Estate Planning
  • Investment Management
  • Partner Buyout/Key Person Strategies
  • Retirement Planning
  • Risk Management
  • Tax Planning

As Certified Financial Planner professionals, our planners abide by the CFP Code of Ethics.