Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
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Established Family
Families with older children need a wise cash flow management plan..
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Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
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Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
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Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
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Retiree
Careful planning can help to ensure a high income level during retirement.
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Starting Out
A good financial strategy is a great foundation for a solid relationship.
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Your Child's Education
Few things in life are more rewarding than helping the next generation get a great education.
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Single
When life situations change a good financial strategy can help to lower the stress.
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Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
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Running a Business
Running a successful business can be one of life's most rewarding experiences.
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What is important about Money to you?

We want to learn what that simple question means to you. Everyone has a different idea of what Money means to you. I want to first talk about you

inukshuk
As a Certified Financial Planner (CFP), I believe your retirement comes down to a lot more than just the returns on a portfolio; it means understanding your vision for the future, understanding the kind of retirement you are looking to have, and the things you want to do as you work less. It’s about creating a roadmap that provides a fixed series of checkpoints to make sure timing and decision making aren’t just afterthoughts.
It’s about building solid, realistic plans that lay a foundation for the strategies and decisions that will flow from them. It’s about having a dedicated person to manage your investment portfolios; someone who’s part of the team, who has a track record, who knows you and your family and who you can talk to when you have questions.
It’s about being transparent: no hidden agenda, no hidden fees. It’s about having a process that works and the discipline to stick to it. It’s the experience, the skills and the knowledge to be able to consistently deliver the best advice.

It comes down to people; we like our clients, we care about them and we use everything we’ve got to make sure they reach their goals and that they stay on track.

How We help

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Without barely a moment’s thought, you would protect your family from…

your legacy.jpg

You have worked all your life and saved for retirement. What other planning work…

your retirement.jpg

After years of living the “rat race”, you are looking forward to the day when you…

young family.jpg

You get home from work, your spouse is tired, and the baby just spilled spaghetti…

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During the last market downturn a few years ago, retirees who had all their…

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First you were putting on their diapers. Then you walked them to their kindergarten…

Recent Articles

08 2025 1

It doesn’t take long after getting your first paycheck to realize something: not all that money is yours. The Canadian government takes a share—and the more you earn, the more it takes. But here’s the good news: with a bit of basic tax knowledge, you can hang on

08 2025 2

John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the big day is behind them, it’s time to shift focus from flowers and guest lists to something just as important: their financial future. Here’s a quick and practical

08 2025 3

Retirement is a milestone many eagerly anticipate – a time to relax and enjoy the fruits of years of labor. However, for some, this dream can turn into a financial nightmare due to poor money management. While every retiree’s situation is unique, several common mistakes can derail even