Services
Every engagement starts with a discovery meeting and a written plan.
- Financial planning
- Cash flow, goals and a written plan you can follow.
- Investments
- RRSP, TFSA, FHSA, RESP and non-registered portfolios matched to your risk profile.
- Retirement income
- When to take CPP and OAS, RRIF withdrawals and keeping taxes down.
- Insurance
- Life, critical illness and disability coverage sized to your family.
- Business owners
- Corporate investing, salary vs dividend and succession.
- Newcomers to Canada
- Building credit, first accounts and understanding Canadian tax.
What happens when you get in touch
- 1
Discovery call
20 minutes to understand what you want help with.
- 2
Planning meeting
We gather your details and talk through options.
- 3
Your plan
A written plan and recommendations, in your language.
- 4
Annual review
We meet each year and update the plan.