We are a wealth & estate planning firm helping our clients build what’s important, secure what they value, and pass on what is lasting.
Our blueprint starts above the planning horizon by focusing on your vision for the future. Once clarity is achieved, we can step below the horizon to assess your current situation. We look at your existing life insurance, disability and health plans, your retirement and pension plans, and your other investments. We identify planning gaps, compare possible strategies, and implement solutions consistent with your vision. We sustain your vision in the years to come by reviewing your planning to ensure it remains consistent with your values. For an idea of how our planning cycle works, click the diagram.
The information provided on this website is directed to residents of the provinces of Ontario, Manitoba, British Columbia, Alberta and Quebec, where we currently hold licenses.