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
    • Pre-cohabitation
    • Separation and divorce
  • Business financial planning and risk management