Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
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Established Family
Families with older children need a wise cash flow management plan..
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Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
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Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
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Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
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Retiree
Careful planning can help to ensure a high income level during retirement.
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Starting Out
A good financial strategy is a great foundation for a solid relationship.
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Your Child's Education
Few things in life are more rewarding than helping the next generation get a great education.
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Single
When life situations change a good financial strategy can help to lower the stress.
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Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
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Running a Business
Running a successful business can be one of life's most rewarding experiences.
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It's your money... and your peace of mind. We understand that.

We are committed to helping you achieve your personal and financial goals.
YOU MATTER, because it is not about us, it is all about you!

Expert Advice

A comprehensive financial plan is a critical factor in determining your long-term savings. We provide you with a financial planning solution that centers around what is important to you. Our process encompasses a client-centric approach to ensure planning is suited to your goals while taking into consideration your objectives, circumstances, lifestyle, and life phase. We develop a plan that incorporates Credit Management, Investment Planning, Income Tax Planning, Risk Management, Retirement Planning, and Estate Planning.
Also, we monitor and review your progress to ensure that your personal and financial goals stay on target and adjust planning as necessary to meet your changing needs as you move through different stages in your life.

Value

We provide independent and objective advice. We work with you! Many clients are pleasantly surprised to find out that our services are provided at no cost to you as we are structured to be paid by the financial institution that best meets your financial needs.

Choice and Access

We have access to all the major insurance carriers and have partnered with many of the leading investment management firms in the industry. We are able to provide customized insurance and investment solutions to meet your requirements.

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Peace of Mind

As an independent Certified Financial Planner, we work with you keeping your best interests in mind. We have the knowledge, experience, and the network to support you with achieving your personal and financial goals.

How We help

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Without barely a moment’s thought, you would protect your family from…

your legacy.jpg

You have worked all your life and saved for retirement. What other planning work…

your retirement.jpg

After years of living the “rat race”, you are looking forward to the day when you…

young family.jpg

You get home from work, your spouse is tired, and the baby just spilled spaghetti…

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During the last market downturn a few years ago, retirees who had all their…

your childs education.jpg

First you were putting on their diapers. Then you walked them to their kindergarten…

Recent Articles

06 2025 1

Let’s be real—there’s always something going on in the world that makes you question if now is the right time to invest or save. One minute it’s inflation, the next it’s interest rate hikes or global turmoil. But here’s the truth: financial success isn’t about timing the perfect

06 2025 2

Here’s the thing—many Canadians are great at setting money aside in their workplace retirement plans. But when it comes to actually figuring out how much they’ll need in retirement and whether they’re on track to get there? That’s where things fall apart. A survey from Ipsos Reid1 found

06 2025 3

Scott Havens* is the kind of guy everyone wishes they had in their life. At 35, he’s the go-to mechanic in Vancouver who never hesitates to lend a hand—whether it’s helping a buddy fix a transmission or pulling over to help a stranger with a stalled engine. He’s

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