Keep more of what you earn today and in the future. We identify tax saving opportunities to reduce your tax burden and accumulate wealth for personal, small business or professional corporate needs including legal tax shelters and tax preferred investments.
Let’s talk
Achieve your retirement goals with confidence. Our unique integrated planning process allows clients to see their current position in each category of savings and investments: personal registered, unregistered, pensions and business. Using recommended assumptions of growth in the makeup of your investments, our unique security planning software allows real-time perspective on exactly what is needed to achieve your retirement and estate planning goals. Security planning consultants provide proven successful strategies to minimize tax while maximizing secured growth. Your personalized financial plan is reviewed regularly to ensure you are on track to achieve your retirement and estate planning goals.
Read More
Our services provide multiple solutions to address your financial security planning.
Get started with our team of experts today!
Get Started
Retirement and estate planning are essential processes that ensure financial security during one's golden years and the seamless transfer of assets to beneficiaries after one's passing.
Reduce taxes for now and for tomorrow with legal tax shelters & understand how taxes may effect your plans and your wealth. We work with accountants and legal experts to ensure your best outcome.
Tap in to a proven investment track record with an individual custom financial plan to maximize returns, minimize risk, and reach savings goals with a home, vacation, cottage, education or retirement plan.
Lifetime income protection, mortgage protection, & educational funding. Maintain your lifestyle with disability and living benefits.
Tax minimization with corporations and trusts. Build corporate wealth & realize the benefits of professional succession planning for business transitions & tax preferred assets to match your corporate needs.
Health & group benefits are extremely important as it relates to retaining employees and providing the care they need.
.png)
You originally came highly recommended by the Hospital Medical Staff Association and from colleagues in my department who have used your services over the more than 20 years you have been working with doctors. From the initial meeting with you, and follow up reviews over the years we have worked together, your detailed analysis and specialized excel spreadsheets, allowed both my wife and I to plan with a real understanding of the need for and the results of your recommendations. This has been of tremendous value to us, resulting in a significantly improved and focused financial planning package and security portfolio.
Tax Planning
Keep more of what you earn today and in the future. Tax planning is an important part of your financial plan at any stage of life. We identify tax saving opportunities to reduce your tax burden and accumulate wealth for personal, small business or professional corporate needs including tax strategies for legal tax shelters and tax preferred investments.
Retirement planning
Achieve your retirement goals with confidence. We begin with your current situation so you understand where you are now and build a financial plan based on your retirement road map. We create a framework for your retirement income while minimizing taxes with tax preferred investments.
Estate Planning
Leave a legacy that you can be confident in. Minimize estate taxes and maximize the intergenerational transfer of wealth. We use tax preferred solutions including insurance and investments.
.svg.png){kind=logo}
.png)
.png)
