Sometimes it can be an awkward conversation, but it’s one that needs to happen on a regular basis. Whether it is will planning, life insurance, testamentary trusts or long-term illness issues (Power of Attorney/Healthcare directive), these considerations need to be part of your financial plan.

Quite frankly, if I’ve done my job correctly, in the end, when it comes time to implement the estate plan, everything should fall into place.

Estate Planning

Our Process

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Annual Meetings

Annual Meetings

The cornerstone of any Financial Plan is to review your progress. Circumstances change and your plan needs to reflect those changes. Quite frankly, our desire to meet to prepare your annual tax return has more to do with a review than the actual tax filing. Most people are busy throughout the year and it can be difficult to schedule a meeting...that being said, your retirement may depend on it...

Research & Analysis

Research & Analysis

For some people the process of picking an investment can be overwhelming - many may simply throw their hands up in frustration. It could also be easy to think that 'they are all the same'...but some investments seem to perform better than others, not unlike how we may encounter individuals who are simply better at their chosen profession.

Our research narrows down the list of investments to a manageable size, to help you make an intelligent decision without any institutional bias. 

Accessibility & Client Contact

Accessibility & Client Contact

Simply put, we are here to answer your questions. We try to personally answer all our phone calls and respond to emails usually within a few hours. Although not a 24/7 operation, we often hear from clients outside of normal business hours and try to provide a prompt response.

Other Services

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Estate Planning

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From the transfer of investments to your family members to which insurance best suits your needs, we’re here to help ease the process.

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Debt Management

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Most of us understand that we should try to reduce our debt (ie. pay off our mortgage) as we approach retirement

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