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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

Principal Residence Exemption Rule Changes

Submitted by admin on
Principal Residence Exemption Rule Changes
will
estate planning

The new October 2016 Federal Government Principal Residence Exemption (PRE) rules are causing many Canadians to review and revise existing Wills and Estate Planning strategies according to STEP (The Society of Trust and Estate Planners).

Critical Tips for Avoiding Identity Theft

Submitted by admin on
Critical Tips for Avoiding Identity Theft
life planning

No one wants to think about having their identity stolen or experiencing a theft of their finances. It is unpleasant, distasteful, and often feels like the type of thing that happens to other people, not to ourselves.

The sad truth is that, every single year, identity theft crimes result in billions of dollars lost by individuals just like you. Unfortunately, those numbers are expected to continue rising in the future.

Long-Term Care Solutions

Submitted by admin on
Long-Term Care Solutions
long term care
retirement planning

There is a common misconception that, if left unaddressed, can having a devastating effect an individual’s long-term financial well-being. It is the belief that long-term care costs are fully covered by provincial health care plans if you or a loved one ever need this special type of care.

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Unfortunately, this is simply not the case. While programs do exist to cover some needs like these, most of the burden of long-term care costs usually fall to the individual or their family members.

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