Our “à la Carte” financial plans have been designed for individuals and families who feel that a partial financial plan is all that they need at their current stage of life. Each ‘part’ is independent of all the others and is designed to accomplish specific financial goals.
A Canada Revenue Agency approved plan that allows business owners to legally share profits of the company in a more tax effective manner.
Designed to help you determine if you have enough money to pay for your child’s (or grandchild’s) post-secondary education.
Designed to help you preserve the value of your estate and ensure that it is passed on to your heirs as you wish.
A Canada Revenue Agency approved retirement planning solution for affluent professionals, business owners and corporate executives.
