Schedule A Call
We can get to know your goals and define where you want to go.
Build Your Blueprint
Together we create a plan customized towards your dream life.
Enjoy Your Freedom
Relax knowing your finances are working towards your goals.
The Blueprint – Six steps to A New World of Wealth®
Make your money count
After taking an in-depth look at your income, assets, and debts, we create an efficient behavioural cash flow strategy to give you the confidence to reach your goals while maintaining your desired lifestyle.
Beat the banks
The lowest interest rate is often the driving force in the decision-making process when taking on debt. We consider 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 in the financial landscape. Whether it is needed to eliminate risk, plan your legacy, or used as an efficient tax-planning tool, we structure your insurance strategy to ensure your success.
Grow your wealth
Investment returns are not the only part of successful portfolio management. With a focus on your goals, we consider management fees, risk tolerance and efficient taxation to maximize your wealth.
Invent your retirement
RSPs, TFSAs, pensions and insurance are all key elements to planning your retirement but the bigger goal for most is financial freedom. With a specific focus on your cash flow needs, we organize a dynamic corporate structure to minimize tax and ensure the transition into your golden years is seamless.
Leave a legacy
Maximize every dollar you have to build the legacy you want to leave in the world. Our goal is to make sure your wealth stays with you and your family, not CRA.