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Who are we:

A client driven financial services enterprise, founded upon the principles of:

  • Creative Thinking and Planning

  • Customized Product Solutions....designed to meet personalized objectives and needs, and

  • Precise and Targeted Action Plans.....formulated to get you where you want to go.....with the ongoing guidance and support of the truly Independent Professional Advisor.

Recent Articles

Estate Planning for the Terminally Ill

Submitted by admin on
estate planning

If you are between the ages of 35 and 65, it is quite likely that someone you know has recently been diagnosed with a terminal illness. Hopefully, there is time for them to review and organize their estate to ensure their loved ones are properly taken care of.

The Evolution of Advice

Submitted by admin on
advice
strategy

To get the best out of your current financial advisor, you need to better appreciate what kind of advice is available to you today versus in the past. And more importantly, what the provision of advice now and in future may look like and how this may impact your ability to access quality advice. The rich do and will always have the ability to pay for the best advice available. The vast majority of Canadians have a more limited ability to access advice depending upon their personal financial resources.

Are You Prepared For the Unexpected?

Submitted by admin on
insurance planning

Besides 'death' and 'taxes', the other certainty in life is that life is full of unexpected events. So why aren't we more prepared for financial stresses when they occur?

With the odds of an unexpected event such as a job loss, a medical emergency, a debilitating accident, or a death in the family fairly high when you consider them all together, many Canadian families are just one paycheque away from financial disaster. When these risks are considered as a whole, the question is not IF a financial shock will occur, but when.

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