Our Services

Services

We specialize in helping families, business owners, and corporations grow and preserve their wealth with our comprehensive My Path, management approach. We work with you to reach goals and dreams, so you can take more time for the things that matter most for you.

Estate Planning

Will Review, Segregated Funds, Other Trusts

Financial Planning

Customized Financial Plans, Budgeting

Retirement Planning

Goals, Dreams, Vacation Properties, Preservation, Timelines, Pension Plan Review

Tax Planning

Tax Review, Income Splitting, TFSA, Interest Deductions

Insurance Planning*

Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance

Children's Plans

RESP's, Insurance, Additional Savings Plans