WHAT WE DO
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It's not easy to become financially independent, but we believe it’s entirely possible with the right support. We place the utmost importance on listening to your financial concerns so that we can create the best plan for your life.

 

Retirement Lifestyle Planning

RRSPs (including "locked in” RRSPs), pension transfers, tax planning - the saving AND the spending parts of your life.

Investments

RRSPs, SRSPs, RESPs, TFSAs - we simplify all the letters so they actually mean something!

Education

RESPs and other education investments.  Every child is different, so we plan for the “what ifs”.

Managing Risk

Life insurance, critical illness insurance, disability insurance. Making sure you have sufficient coverage through the “just in case” events.

Life Events

Buying/selling a home, having a baby, leaving your job, getting a divorce, family passing away, retiring, getting married…we help you prepare for the expected, and the unexpected.

Cash Flow Planning

Helping you create more income every month and focusing on what matters most.

 
 
 
 
 

"For the past 10 years, Jodi has provided excellent guidance and knowledge, and above all, we know that she truly cares about our family.  With her help we are on track for financial success for years to come” - Crystal Palleschi