Financial Planning Service

No matter what your stage of life, we understand your financial needs and concerns. We understand that creating and managing an achievable financial plan is truly a balancing act.

Despite the best of intentions, the needs of today often overshadow the needs of tomorrow. We can help you find balance and peace of mind.

The Early Years

Focus on career and family

  • Education Planning
  • RSP
  • TFSA
  • Leverage (inc. mortgage & investments)
  • Insurance

Mid-Years

Focus on wealth accumulation while maximizing savings

  • Tax Planning
  • Risk Management

Pre-Retirement

Developing viable retirement strategies

  • Business Succession
  • Changing investment strategies

Retirement

Living the dream

  • Maximizing Income
  • Managing Pensions
  • Estate Planning

Arcelor Mittal

Dofasco Employees

  • What we can do for you
  • Income in retirement