For those looking for an ongoing relationship with a trusted financial partner, we help you get your entire financial house in order and keep it that way. We help you align your financial choices with your most important goals and values, and work with you to make sure you meet your goals whatever else might be going on in the world. It’s kind of like having a personal CFO.

If you provide services through a corporation, you have a unique advantage in building wealth through smart planning and tax minimization. We help you make the most of your opportunities.

Your income is your most important and valuable asset. We help you make a plan to maintain your lifestyle in the face of an unexpected diagnosis or life event.

We help you address both planned and unplanned absences from your practice or business.

We help you figure out if you’re on track to meet your goals and what needs to be done to make work optional.

If you’re near or at retirement, we help you build your retirement paycheque so it can sustain you for life while minimizing taxes.

Estate planning involves more than a will and/or trust. We take a detailed look at your financial affairs to make sure they’re organized in such a way as to maximize the impact of your legacy for your loved ones.

We help provide meaningful health and wellness benefits for your employees through group insurance plans or private health plans.