Services

Custom strategies to grow your money & achieve life’s biggest goals.

Estate & Succession Planning

Without proper estate planning, your entire lifetime of savings can quickly disappear to taxes, probate fees, lawyers, court costs, unintended heirs and more.

It’ll be an honour and a privilege to help you navigate through the process and ensure your wealth serves your loved ones and your legacy to the fullest.

  • Leverage insurance protection
  • Reduce estate taxes
  • Have a Will and Power of Attorney

Investing

Investing is a key element to growing your wealth faster and ultimately creating a cash-machine that pays you for life.

Once I understand your goals, I’ll customize a strategic investor profile and plan that will help leapfrog you to your financial freedom.

  • Achieve financial goals
  • Outpace inflation / Minimize tax
  • Certified wealth management

Insurance

Let’s face it, we’re living in uncertain times. We’ve seen them before and we’ll see them again. Some of them are minor bumps and others can feel like an earthquake that won’t end.

I can’t prevent unfortunate life events (I wish i could), but I can certainly help put a plan in place that will help you better prepare for when the unexpected happens and make the journey feel a lot smoother.

  • Life
  • Living Benefits
  • Group Plans (ie. health / dental)

Cash Flow Management

Managing your cash flow is the foundational discipline that will ultimately get you to your financial goals and dreams.

I’ll help you understand and manage the inflows and outflows of your cash effectively, so you reach your goals of tomorrow, without compromising on your quality of life today.

  • Develop a budget
  • Establish a savings plan and emergency fund
  • Reduce and eliminate debts

Retirement Planning

Retirements are a time to enjoy and live life on your terms, but according to a 2019 Scotiabank investment poll, nearly half (47%) of Canadians today are concerned they will need to rely on their family for financial assistance.

I believe the best retirements happen by design, never by accident. Together, we’ll create a roadmap and ongoingly review it to ensure you get the cashflow you’ll need to live out your dream retirement and address potential health care costs.

  • Retire when you want
  • Retire without compromising lifestyle
  • Determine how much you need for retirement

Taxes

As the old adage goes, ‘the only thing in life that’s certain, is death and taxes’. And although this isn’t false, how much you pay in taxes is certainly questionable.

Throughout your earning years, your retirement and transferring of assets to loved ones, I’ll help put things in place so you preserve your wealth so that it serves your dreams, loved ones and legacy to the fullest.

  • Tax reduction strategies
  • Tax deductions
  • Tax credits available