Contact Us

If you don't have a clear picture of your financial goals or how you will pay for them, you likely need a financial planner.
Financial planning is more than investing. Financial planners help balance short term goals with long term objectives, such as a secure, rewarding retirement.

We work with everyday working Canadians who care about their families and their future. Our clients are school teachers, nurses, miners, tradesmen etc. and self employed professionals like doctors, optometrists, relators, small business owners etc. 
Ideally our clients are willing to accept guidance and are looking to build long term trusting relationships. 

Initial consultations and our 2nd Opinion service are complimentary. This provides a feeling out process, where we can each decide if we are a proper fit to work together. Many of our clients have worked with us for over 3 decades.
We are compensated by the investment and insurance companies we place business with on behalf of clients. Future review meetings are included without any additional costs. 

It seems everybody is interested in hanging up their cleats, so retirement planning is a large component of financial planning. 
You will likely only retire once, but we have been through more than 100 retirements. We help clients integrate government programs, pension plans and personal resources to ensure their money lasts as long as they do. 
Overall, financial planning helps people prepare for the unexpected - job loss, career changes, premature death, and major illness or injury. It helps reduce taxes, avoid penalties, use the proper types of accounts and efficiently pass money to their heirs and favorite charities.