Make It Count
After taking an in-depth look at your income, assets, and debts, we will create an efficient behavioural cash flow strategy to ensure every dollar is being used effectively, so you can focus on the things and lifestyle that you love.
Beat The Banks
Debt and mortgage interest rates are often the driving forces in your financial decision making processes. We don’t just look at the rate, but analyze the overall cost of borrowing to ensure you’re the one winning – not the banks.
Protect Your Lifestyle
Insurance is one of the most efficient and versatile planning tools on the financial landscape today. Whether it is needed to mitigate a risk, plan your estate, or use in an efficient tax-planning strategy, we will guide you through the complex world of effective insurance planning.
Grow Your Wealth
Investment returns, management fees, and efficient taxation are all important when it comes to the big picture of where to invest your money. We ensure your dollars are working for you in all the right places, giving you more time to focus on your goals.
Invent Your Retirement
RSPs, TFSAs, pensions, insurance…Retirement can be overwhelming! We focus specifically on dynamic structuring and managing cash flows to ensure taxes are minimized and retirement is seamless, so you can spend your golden years relaxing in the sunshine.
Leave a Legacy
We will strategize with you to ensure that every dollar you have is maximized today, in your retirement, and for your legacy. Our goal is to make sure your wealth stays with you and your family, not the CRA.