Financial Planning

Our team adheres to a holistic approach for all your wealth management needs. Our clients benefit from a single point of contact, providing them with a personalized plan that ensures the different specialists you work with all have the same objective: helping you achieve your financial goals.

Our clients can rest assured that their financial wellbeing is being professionally managed. We use a consistent, long-term approach to accumulating, preserving and transferring wealth for clients. All financial plans are created to adjust to the unique circumstances and goals of each client.

Tax Efficient Strategies

We have the knowledge to determine the right strategies and solutions best suited for you, to put your plan in action, monitor the results and ensure adjustments are made to meet your evolving needs. Our clients trust us to professionally examine their overall financial situation, set attainable goals, and provide expertise to manage their finances and improve overall financial wellbeing.

With the support of RBC Dominion Securities, Canada's leading wealth management provider, we bring together the industry's top resources and the specialists in each field to help you reach your goals.

Will & Estate Planning

By planning for the future you can retain more of your assets, protect your estate and leave a lasting legacy for your family. An estate plan can reduce the taxes and expenses of an estate, simplify and accelerate the transition of assets to future generations and ensure that beneficiaries are protected.

Insurance Solutions

  • Our insurance specialist can develop customized strategies that:

  • Protect your wealth from the unexpected financial burden of illness or accidents

  • Benefit from personal and corporate tax savings

  • Build wealth for your estate or a charitable contribution

  • Minimize the impact of taxes on your estate