Do any of them sound like you?

17 years of caring

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We take each client as he or she comes and tailor our services to fit.

Our clients include professionals, executives, business owners, retirees and many others. Some are relatively young, others are at or near the ends of their careers. Some have received money as the result of selling a house or receiving an inheritance. Some face life events or changes, including the loss of a spouse, loss of a job or approaching retirement.

Each needs a trusted professional to answer questions, solve problems, seize opportunities, offer support and provide peace of mind.

Below are typical life situations that benefit from financial planning:

Gord | pre-retirement

GORD | PRE-RETIREMENT

“I hope to retire in 10 to 15 years. What should I be doing today?”

Rachel | Business Owner

RACHEL | BUSINESS OWNER

“I’m expert at my business. My plan deserves the same expertise.”

Garth | Corporate Executive

GARTH | CORPORATE EXECUTIVE

“Work consumes all my time. I need a personal financial advisor.”

Ruth | Recent widow

RUTH | RECENT WIDOW

“Suddenly I’m all alone. I’m looking for someone I can trust.”

Richard | Recently downsized

RICHARD | RECENTLY DOWNSIZED

“I was always in control. Now I need to make the most of my savings.”

Sarah | Busy professional

SARAH | BUSY PROFESSIONAL

“Could I be making better use of tax and savings opportunities?”

 

Don't see yourself here? Please contact us for a confidential assessment of your situation.

   MoneySense Approved Financial Advisor     Top 50 2015

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