There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Our services include:


Financial Planning

Whether it is owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Life Insurance

A popular misconception about life insurance planning, is that it is something to do with ensuring others enjoy the fruits of your insurance once you’ve passed. While that is just one aspect of planning for the inevitable, life insurance planning can offer multiple benefits – even as you live to enjoy them!

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

Divorce Planning

Relationships, like marriages or common-law spousal arrangements, are initiated with the best of intentions in mind and heart. As these situations can be complicated and become contentious, getting honest, unbiased advice on asset values and planning ramifications can be vital to a fair and satisfactory outcome.

Business Retirement Plans

Whether looking to improve a current plan or starting a new plan, we can provide the analysis and advice to guide you to a plan that meets your goals for both the employer and the employees. The choices between a SIMPLE, SEP, 401(k), 403(b), or even a defined benefit can be confusing. We help clear the fog and implement and provide ongoing advice on your plan to meet goals.

Asset Management

You and your family work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they will be there for you and your family. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.

Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

Insurance Planning

If there is one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you have covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.