Tax Preparation & PlanningLearn More
We complete a wide range of tax returns every year – everything from a basic tax return, to a sole proprietor with rental properties, we’re here to help.
Strategic InvestingLearn More
We’re here to find the best investment for you and your future. We take into account your risk preferences, return expectations and future goals.
Retirement PlanningLearn More
A successful retirement plan requires a clear understanding of tax, inflation, investment risks and returns.
Estate PlanningLearn More
From the transfer of investments to your family members to which insurance best suits your needs, we’re here to help ease the process.
Debt ManagementLearn More
Most of us understand that we should try to reduce our debt (ie. pay off our mortgage) as we approach retirement
Other ServicesLearn More
Whether you need assistance with GST filings, bookkeeping, budgeting or insurance, we’re here to help.