investment management

Creating a portfolio that helps you accomplish the goals you've set for yourself while still fitting your risk style.

retirement income planning

Answering your biggest question:  "When can I retire?"

financial coaching

Helping you stay accountable to your goals.

TAX AWARENESS

Showing you ways of keeping more of your own money before and after retirement.

PROTECTING

YOU AND YOUR FAMILY

Using Life and Health Insurance as a strategic wealth tool.

ESTATE TAX MITIGATION

AND

CHARITABLE GIVING STRATEGIES

Strategies that leave more of your money to the people and organizations you care about and less to the Canada Revenue Agency.