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.
Will Review, Segregated Funds, Other Trusts
Customized Financial Plans, Budgeting
Goals, Dreams, Vacation Properties, Preservation, Timelines, Pension Plan Review
Tax Review, Income Splitting, TFSA, Interest Deductions
Life Insurance, Disability Insurance, Critical Illness Insurance, Long Term Care Insurance
RESP's, Insurance, Additional Savings Plans