Financial Life Planning
What is your vision of an ideal life? What do you aspire to? What do you aspire to for your family? What are your life goals?
Maybe a key focus in your life vision is a comfortable retirement? Maybe it’s a career change? Starting a business? Or funding post-secondary education for your children or grand-children? A home renovation? Purchasing a cottage or winter residence? Maybe you want to set up a family foundation to help those less fortunate?
A financial life plan can bring your vision to life…
We provide a full range of financial life planning services:
- Vision planning
- Portfolio planning
- Tax and estate planning
- Cash flow planning
- Risk management
- Post-secondary education funding
- Retirement income planning
- Relationship financial life planning
- Separation and divorce
- Business financial planning and risk management