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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.

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.

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.

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.

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.

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.