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.

What we do

Our Services

We help you take control of your financial future with clear, personalized guidance. Whether you’re planning ahead or navigating life’s changes, our services are designed to support your goals and give you peace of mind every step of the way.

  • 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, FHSA - 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.