PLANNING FOR THE WINDING ROAD
Since 2009 we have provided detailed retirement, tax and estate planning to Canadian families. We primarily work with professionals, business owners and high net-worth families to reduce income tax, build wealth and ensure legacies are protected. We differentiate ourselves with our strong analytical skills and our commitment to listening to what is truly important to clients.
Our mission is to see our clients achieve the financial success they dream of. We offer pro-active support through regularly scheduled follow ups and ongoing internal reviews focused on whether our clients are on track or not. We are committed to being responsive and providing high quality client service.
As a fee-based financial planning practice, our fees are negotiated directly with our clients. We report all of these fees on every statement and support disclosure of the total cost of ownership of any investments in your portfolio. We are committed to complete honesty with our clients about their costs, their plans and their best interests.