Services
Everything your plan needs,
under one roof.
Insurance, investments, retirement, tax and estate planning, handled by one team that sees the whole picture. Here is how we help, in four parts.
01 · Families & Individuals
Build a steady footing for the life you want.
From your first budget to your last day of work, we help you make clear choices about saving, spending and growing what you have.
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Retirement planning
A plan for the retirement you actually want, built in stages: saving, getting ready, and living it.
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Investment management
Personal investing, not a template. We match your money to your goals and your comfort with risk, then keep an eye on it.
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Education funding
Help your kids or grandkids with school costs, using RESPs and the government grants that come with them.
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Net-worth enhancement
A whole-picture review of what you own and owe, and the few changes that make the biggest difference.
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Debt and credit counselling
Credit cards, car loans or student debt. We map a realistic path to zero, without judgement.
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Mortgage solutions
Your home is likely your biggest decision. We work with mortgage specialists to fit it into your wider plan.
Kevin helped us set up FHSA savings accounts to help us purchase our first home …
02 · Protection
Prepare for the moments no one plans for.
Illness, injury or loss can change everything. The right protection means your family has options and time when they need them most.
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Insurance planning
Life, disability and critical illness coverage sized to your family, so a hard season does not become a financial one.
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Special needs planning
Lifelong care for a loved one with a physical, behavioural or intellectual challenge, including RDSPs and trusts.
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Marriage dissolution
Calm, clear support through separation or divorce, and a plan to help you start the next chapter on solid ground.
I never fully understood the importance of insurance but now I see that it isn’t for me and it’s for my loved ones.
03 · Business Owners
Care for the business you built, and the people in it.
Your business and your personal finances are tied together. We plan for both, so growth at work supports security at home.
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Business owner planning
One plan that connects your company, your pay and your family goals, at any stage of the business.
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Group health benefits
Health and dental plans that look after your team and help you keep good people.
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Group savings plans
Group retirement and savings plans that are simple to run and easy for employees to understand.
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Business transition
Plan who takes over, when, and how the sale supports your retirement, while keeping taxes in check.
He broke everything down in a way that was easy to understand and made the whole process stress-free. I never felt rushed or pushed into anything. Now I know my shop and my family are protected, which gives me real peace of mind.
04 · Legacy & Giving
Leave a legacy that outlives you.
Stewarding what you have been entrusted with means thinking beyond your own lifetime: the people you love and the causes you believe in.
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Estate planning
Wills, powers of attorney and a clear plan so your wishes are followed and less is lost to tax.
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Tax strategizing
Year-round planning across RRSPs, TFSAs, corporations and trusts, so more of what you earn stays with your family.
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Charitable giving
Give to the causes close to your heart in a planned, tax-smart way, now and for years to come.
When my Father passed he was there for my family and me, ensuring the settlement of his accounts in a swift manner.
Let's talk
A legacy that outlives you starts with one conversation.
Book a relaxed, no-pressure meeting. Bring your questions. We will start by listening.