We help busy professionals, primarily in the legal field, manage their finances, so that they make more money. Our team is focused on client service and is detail oriented in managing the financial lives of our loyal clients.
Services Offered
Investment Planning
We will review and analyze all aspects of your financial situation and understand how the various components work together to optimize your investment portfolio and minimize taxes.
Retirement Planning
Retirement planning is essential to not out-living your wealth. Ensure you live the lifestyle you want. With proper planning our team can help you ensure your retirement years are spent in comfort and security.
Business Planning
We work with many business owners and entrepreneurs and advise them as to how they can reduce taxes and management fees, optimize their asset structure, and mitigate risk in their business.
Tax Planning
Through organized and effective tax planning, we will help you will reduce, minimize or defer your Canadian and global income tax burden.
Insurance Planning
Insurance can protect you and your family from unforeseen risks. Our team will strategically use various insurance products to help you create cash flow and safe guard your investments.
Wills & Estates
A Will ensures your estate will be administered with the consideration and sensitivity your family needs during a difficult time. Our staff will guide you through the process of estate planning and provide necessary advice.
