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<< When life changes money changes and when money changes life changes. We are here to assist our clients as they transition through these changes.>>   

Our services are centered around our desire to help individuals meet and maintain their financial goals.  The needs of high net worth families have changed, and the expectations are higher – as they should be!

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Our clients’ success stems from ongoing financial coaching that incorporates strategies and solutions that are continuously reviewed and refined in order to ensure that the planning is always in line with their financial goals.   This ongoing coaching relationship allows us to:

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>   Provide Peace of Mind

>   Identify Any Gaps In The Current Strategy

>   Provide Competitive Investment Options

>   Maximize Tax Planning Opportunities

>   Deliver Pertinent Information That Cuts Through The Media Noise

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We work with a wide range of clients with various degrees of complexity surrounding their planning.  

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Which Profile Speaks Most To You?

Lionel, a business owner, looking to sell his business

LIONEL | SELLING A BUSINESS

"I've been an entrepreneur my whole life and have built a business I'm proud of.  Now it's time to start enjoying the fruits of my labor and define my transition plan"

I'M LIKE LIONEL
Gavin is a physician looking for complete wealth planning

GAVIN | PHYSICIAN

"I have a very busy schedule and so I need to work with a planner in order to ensure that my complete wealth plan is properly look after"

I'M LIKE GAVIN
Marg loves building her business but needs advice on corporate structure and tax

MARG | BUSINESS OWNER

"I love my business and it's grown substantially.  I need to ensure that all the i's are dotted and t's are crossed as far as corporate structure and tax minimization"

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I'M LIKE MARG
Janet needs financial advice now that she's a widow

JANET |  RECENT WIDOW

"I'm now alone and need to work with someone I can trust.  "

I'M LIKE JANET
Louise is a professional looking for expert financial advice

LOUISE | PROFESSIONAL

"I'm an expert in my own field but when it comes to investments, I would like to work with an expert in finances that understands my long-term goals"

I'M LIKE LOUISE
Steven wants to make sure his wife is ok should something happen to him

STEVEN | LIFE ENTHUSIAST

"I want to make sure that Lucy is looked after should something ever happen to me.  I want to ensure that my final tax bill doesn't erode everything we've worked for"

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I'M LIKE STEVEN
Colin is a busy executive interested in fee based investing

COLIN | CORPORATE EXECUTIVE

"I am looking for an investment plan that has reduced fees, flexibility and fee transparency"

I'M LIKE COLIN
Marc was laid off and needs help with his sevrance and pension

MARC | RECENTLY DOWNSIZED

"I didn't expect to be in this situation.  I need advice on optimizing my severance and someone to help with my pension options"

I'M LIKE MARC
Robert is nearing retirement and needs a financial forcasted plan

ROBERT | PRE-RETIREMENT

"I'm 8-10 years away from retirement and want to make sure that I'm on track to financing my retirement goals.  How much will I need? How long will it last?  I need a financial forecast prepared.

I'M LIKE ROBERT
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