HELPING CANADIANS GET ORGANIZED,
FIND MONEY AND MAKE BETTER FINANCIAL DECISIONS
What is important to me?
We get to know and understand your way of thinking about money and discover what is important to you.
The majority of financial issues stem from the inability to recognize the role their emotions play in their decision-making.
Where am I today?
Making good decisions requires complete information.
FINANCIAL ORGANIZATION
HONEST ANALYSIS – An honest audit helping you understand where you money has been going
How do I get where I need to go?
Putting your decisions into action requires a clear set of specific steps.
Our personalized plan is the product of objective analysis about where you are headed financially.
It’s a document that lays out assumptions about your future and helps you focus on factors that you can control.
PRIORITY ACTION LIST
Meaningful Milestones
How do I know if I am on track?
Which step of the six steps of financial security have I progressed or regressed to over time?
TARGET MAP – A map helping you see how close or far you are from your goals
Which step of “6 Steps of Financial Security” am I on?
HELPING YOU FIND MONEY YOU DIDNT KNOW YOU HAD
How We Help
Education
We provide comprehensive financial education to empower individuals with the knowledge and skills necessary to achieve their financial goals and secure a stable future.
FInancial Planning
Financial planning is a process, a series of financial decisions that you make to achieve financial security while still maintaining your goals and lifestyle.
Tax Consulting
With a careful tax-planning strategy in place, you can grow the wealth you have accumulated while minimizing your tax burden.
Seniors Concierge
Seniors Concierge serves financially secure, independent seniors, offering professional assistance to maintain their independance.
Children Wealth Plan
Whether you’re a parent, or recently found out you’re going to be one, you might not be aware of how the Canada Child Benefit works. We can help you make sense of it and plan your child’s future.
Robo-Advisory
We will provide you with comprehensive, full-service financial planning and portfolio management that encompasses all your needs at a much lower fee than traditional financial advisory services.
Latest News
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2023 Personal Year-End Tax Tips
The end of 2023 is quickly approaching – which means it's time to get your paperwork in order so you're ready when it comes time to file your...
Why Insurance Is So Important If You’re A Single Parent
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Understanding Tax-Free Savings Accounts (TFSAs)
A Tax-Free Savings Account (TFSA) is an investment vehicle available to Canadian residents. It offers numerous benefits, including tax-free growth...
Understanding Registered Education Savings Plans (RESPs) in Canada
What is an RESP? A Registered Education Savings Plan (RESP) is a unique savings account available in Canada, designed to assist individuals, such as...
View A Sample Plan
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