What Makes Me Different


My team and I believe that achieving strong returns while protecting your capital is just the foundation of what you should expect from your advisor. We understand that many other things can keep you up at night. How much should I save every year for retirement? If something happens to me, will my family be taken care of? Am I missing out on any major tax savings? These are 3 key areas that my team and I focus on.


Who We Can Help

Our clients include:

  • Busy executives and professionals – Free up your time by accepting professional guidance when it comes to your finances.  
  • Business owners – Tax planning and professional management of personal and business assets. You focus on your business, we focus on you.
  • Pre-retirees – Goal-driven planning. What will I do when I retire? How much will that cost? How much should I save ever year to afford that lifestyle? I will help you quantify these goals.  
  • Retirees – How can you increase your after-tax income?
  • Individuals engaged in Estate Planning – How can I transfer my assets to my children and grandchildren in the most tax-efficient manner?
  • Philanthropists – Leave your legacy and let us help it grow.
  • Non-profit organizations – We can help manage investment assets according to your specific guidelines

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy

GIC rates

The latest GIC rates from various financial institutions.


Tax planning strategies for high-income earners

Depending on your province of residence, you may be subject to tax at a rate of 50% or higher when your income exceeds a set amount.

Discover several strategies that make for a tax-smart wealth plan.