Getting the right investment advice is a key part of managing your wealth, but it’s just one part of a bigger picture. Managing finances, minimizing taxes, planning for retirement or structuring and protecting an estate are other facets of wealth that are interconnected – and sometimes critical. To maximize the growth and protection of your wealth, we work with a number of qualified financial specialists to create a total, coordinated wealth management strategy that leaves no stone unturned.


Financial Planning

A comprehensive financial plan addresses all aspects of your financial affairs, including cash and debt management, tax and investment planning, risk management and retirement and estate planning. If you own a business, a financial plan is essential to understand and simplify complex financial issues such as business succession, withdrawing money from the corporation tax-effectively, the taxation of the corporation at death and more.

Retirement planning

Your retirement plan is about more than just money. It's about ensuring you and your family can maintain your desired lifestyle and enjoy the fruits of your labour after so many years in the workforce.

Our team can help build your nest egg more effectively with tax-efficient retirement strategies and solutions and maintain the right balance of risk and reward.

Find out what's available to you when planning your retirement or contact us today to arrange a planning consultation.

Insurance-based solutions

Personal and corporate insurance solutions can help protect and grow your wealth, and reduce the impact of taxation. Using a variety of products and strategies, insurance can provide protection and peace of mind for you, your family and your business.

Learn more about each of these strategies, and how they can be incorporated into your financial plan here.

Will & Estate planning

Helping you build and effectively manage your wealth is just one of the ways we can help meet your needs. Using insurance strategies and a range of other solutions, we can help you protect your wealth during your lifetime and your legacy for the future.

Establishing an estate plan is one of the most important steps you can take to protect all that you have worked to achieve and accomplish, and ensure that you and your family can continue to enjoy it for years to come.

Learn more about estate planning here. You can access some of our most-requested publications on Will and Estate planning here. To arrange a meeting with us and a Will and Estate Consultant, please contact us today.

Tax-smart strategies

Tax savings are a priority for many clients who want to keep more of what they earn – for their family, for their business or simply to maximize wealth.

Our team can help you find smart ways to minimize taxes using a variety of time-tested strategies.

 

 

 

Someone’s sitting in the shade today because someone planted a tree a long time ago.❞

– Warren Buffet


Related Resources

Abstract versions of our resource guides

Compass Financial Planning Guide

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Family Inventory

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Separation, Divorce and your Finances

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Tax-Free Savings Account

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