Our Services

We’re here to help you navigate your financial future.

Planning essentials

We want you to feel in control of your finances. We’ll get to know you and design a personalized plan based on your values and goals.

  • Savings strategies
  • Cash flow planning
  • Goal planning

Discuss your goals with an advisor

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Invest for the long term

While higher risk has historically meant higher returns over the long run, it’s important to choose a risk tolerance that aligns with your goals. Our advisors can help determine the appropriate amount of risk for your portfolio.

Conservative Aggressive

For Illustrative purposes only. Source: MSCI World Equity index and Barclay’s Aggregate Bond Index from 1980 – 2018 inclusive.

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Invest & retire with us 

When it comes to investments and planning for retirement, it can seem like the options are endless. We’ll help you find the right mix for your goals and timeline.

  • Asset allocation and risk analysis
  • Retirement needs analysis
  • Retirement income planning
  • Contribution limits planning

Start building your strategy

Are you on track to retire?

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Based on the assumption of a retirement age of 65, combined CPP & OAS of $16,675.00, a rate of return of 4%, and a life expectancy of 95

Protect what matters

You work hard for your money, and we’re here to help you protect it. We build custom solutions to protect you, your family and the wealth you are accumulating.

  • Critical illness insurance
  • Disability insurance
  • Life insurance
  • Health and dental insurance
  • Business insurance

Find the right solution for you

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Protect your greatest asset

Talk to an advisor to learn more about risk management and insurance solutions designed to protect you and your family.

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Services Leave a Legacy

Leave a legacy

We’ll work with you to develop a comprehensive plan that reflects your wishes and protects your assets and your loved ones.

  • Estate planning
  • Charitable giving strategies
  • General trust planning
  • General estate tax planning
  • Beneficiary planning

Get expert advice

Ready to get started?

Whatever your financial goals, we’re here to help.

Make an appointment