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Financial Planning

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