About

Unbiased, personalized financial advice—always in your best interest.

We don’t manage investments, so there’s never any pressure to transfer your assets.

Financial Advice

We leverage artificial intelligence, advanced financial planning software, and expert insights to develop custom financial strategies tailored to your needs.

Tax Optimization

Through proactive tax strategies, retirement planning, and wealth preservation, we uncover opportunities to maximize your financial potential.

Building & Protecting Wealth

We focus on strengthening what you have today while implementing forward-thinking financial strategies to help you achieve your long-term financial goals.

We are a proud member of the Professional Advisors Network for The Sick Kids Foundation. We are part of an exclusive group that helps support a wonderful organization and helps clients create a meaningful legacy.

A Trust and Estate Practitioner is internationally recognized as an expert in the field of inheritance, succession, and estate planning.

Practitioners who hold a STEP designation, are thought leaders in their field and held to a high standard of expertise, accountability and professional conduct. 

Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement, at the highest levels of complexity.

The Certified Financial Planner®  certification provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.

Chartered Life Underwriter (CLU) designation holders are regarded as elite professional advisors in developing effective solutions for business owners in the areas of risk management, wealth creation and preservation, estate planning, and wealth transfer.