We are a female-led financial advisory practice supporting and empowering your financial resilience.

Let’s get everything in good order. Financial planning, personal financial security and practice continuity planning for lawyers and professionals who've built something worth protecting.

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Personalized strategies for your present and future.

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

  • 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.

  • 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.

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

  • 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.

  • We help you figure out if you’re on track to meet your goals and what needs to be done to make work optional. (Offered as part of the Personal CFO service.)

  • If you’re near or at retirement, we help you build your retirement paycheque so it can sustain you for life while minimizing taxes. (Offered as part of the Personal CFO service.)

  • 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. (Offered as part of the Personal CFO service.)

  • We can refer you to our partner portfolio managers for day-to-day handling of your investment portfolio. (Offered as part of the Personal CFO service.)

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  • "If Plan A doesn't work, the alphabet has 25 more letters."

    Claire Cook

  • "The time to repair the roof is when the sun is shining."

    John F. Kennedy

  • “It takes as much energy to wish as it does to plan.”

    Eleanor Roosevelt

  • “Money can’t buy happiness, but it can make you awfully comfortable while you’re being miserable.”

    Clare Luce

  • “Wealth is the ability to fully experience life.”

    Henry David Thoreau