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
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.
For Illustrative purposes only. Source: MSCI World Equity index and Barclay’s Aggregate Bond Index from 1980 – 2018 inclusive.
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
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
Protect your greatest asset
Talk to an advisor to learn more about risk management and insurance solutions designed to protect you and your family.
I am
years old.
I make
per year.
I plan to retire when I am
years old.
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