Financial planning is an important part of managing your money.

Knowing the best course of action for your money and how to implement your financial plan can be the difference peace of mind and penny-pinching.

What is Financial Planning?

Financial planning involves establishing, implementing, and executing your personal goals by structuring your finances to meet your needs through savings, investments, and monetary contributions.

These important decisions can be difficult to make on your own.

A Financial Planner has the knowledge and experience to offer sound advice and assistance.  A certified financial advisor helps you avoid costly mistakes and acts as an authoritative voice in an environment where misinformation and conflicting interests can lead to financial stress, strain, and unnecessary pressure.

Our Mission

As a Financial Planner with years of experience, our mission is to help educate you on the most suitable options available and to implement strategies that achieve the highest levels of personal wealth for you.

This website is a point of entry for meeting those service goals and is designed to be a resource for news, information, and insight with respect to financial planning that improves the lives of those we partner with for greater financial freedom.

Our Staff

We provide Strategies & Solutions to help you keep more of what you earn and grow more of what you save.

Helping you PROTECT your family, PAY OFF your debt, SAVE more money, and save it in the RIGHT PLACES.

Our Services

  • Insurance Solution:
    • Personal & Corporate Life Insurance
    • Long-term Care Insurance
    • Critical Illness Insurance
    • Disability Insurance
    • Travel Insurance
    • Accident & Sickness Insurance
    • Personal & Group Health Plans
    • Estate Planning
    • Home Insurance Referral
  • Investment & Retirement Solutions:
    • Mutual Funds
    • Segregated Funds
    • Tax-Free Savings Account (TFSA)
    • Registered Retirement Savings Plan (RRSP)
    • Registered Education Savings Plan (RESP)
    • Registered Disability Savings Plan (RDSP)
    • Registered Retirement Income Fund (RRIF)
    • Annuity
  • Borrowing Solutions:
    • Personal & Commercial Mortgage Referral
    • Home Equity Line of Credit Referral
    • Debt Consolidation Referral
    • Investment Loan Referral
  • Other Solution:
    • Debt Consolidation Referral
    • Identity Theft Protection
    • Funeral Planning & Concierge Service
    • Lunch & Learn Seminars

Common Questions

Please see our Common Financial Planning Questions page for more specific information on financial planning and what you can expect from us as your personal financial planners.

Contact Us

Have a question or comment? Contact us.