Our Services & Process
Financial Planning
Extensive personal and corporate financial planning
Investment
For the present and the future
Wealth Management
Tax Free Savings Account
Registered Retirement Savings Plan
First Home Savings Account
Registered Disability Savings Account
Non-Registered Investments
Corporate Investment Accounts
Income & Lifestyle Protection
Life Insurance
Critical Illness
Disability Coverage
Estate & Retirement Planning
Tax Efficiency
The Great Wealth Transfer
Services
We offer a range of services for all stages of your financial journey.
We are always here to answer any questions. Please feel free to book a complementary consultation.
1 | Consultation
Meet and greet in person or via Zoom to see if we are a good fit and an opportunity to ask questions
2 | Create
Goal planning – discuss goals and current financial situation
3 | Plan Construction
Putting together financial planning options to reach your goals
4 | Recomendation and Education
Simple financial education and reviewing recommended plan options
5 | Confirm and Implementation
Completing the planning process by setting up the plan and start reaching your goals
Our Process
Your financial journey should be calm seas. We set the sails to stay the course. Navigation is our expertise.
Here are the five clear steps we take to create a plan tailored specifically for you, whether for personal or business, you can expect streamlined consistency.
