Our mission

We’re trusted, experienced and dedicated to your success. Financial planning is the process of collecting information about your existing financial products and goals, to ensure that you have the proper strategies in place to meet them. Most people don’t do this very well by themselves. For over a decade we’ve used a process driven approach which will help you find out if you are on track to meet your goals, or if you need to adjust your current strategies to ensure you meet your goals.

Contact Us Today

Recent Posts

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

Read more

4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

Read more

Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

Read more

Group Pension Services

Attract and keep key employees for the long term.

Learn more

Incorporated Professionals

Tailored solutions to help you with your practice and personal cash flow.

Learn more


Get peace of mind that your loved ones are taken care of.

Learn more

Employee Benefits

Increase wellness and productivity of your employees by providing competitive health benefits.

Learn more


Customized solutions based on you, plans for to accumulate and protect your wealth.

Learn more

Wealth Management

Our dedication to our clients’ success is the reason why we are considered one of the top 50 Canadian wealth management firms.

Learn more

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Learn more

Financial Advice

Your family deserves solid financial advice that protects them and your finances.

Learn more

Estate Planning

Customized strategies for inheritance, wealth transfer and succession to protect you, the people you love, and the causes that are important to you.

Learn more