A financial advisors main role is to help you plan. Those who fail to plan, plan to fail. Working with a financial planner will help you stay disciplined so you can achieve your long-term financial goals and provide you unbiased guidance along your journey.

A solid Financial advisor will get to know you and your goals. This is where we get to know your aspirations, goals, and the life you want to live.

We’ll help you clarify your financial goals. Whether you want to travel during retirement or help your grandkids pay for their university, we uncover what’s most important to you.

And when you work with a trustworthy Financial Advisor, you have someone who checks in with you regularly, is proactive, and provides you timely updates to ensure your plan is working and you’re on track to achieve your goals.

Yes, all of our advisors are Certified Financial Planners (CFP) and have been recognized as one of the top 50 Canadian advisors.

30+ years of providing financial advisory services to clients across Toronto.

1/ The Discovery Process. Meet us face-to-face or online so you can see if we’re a good fit while we ask about your goals for retirement.

2 / The Action Plan. Be presented with a custom-built financial plan for reaching your goals and be able to ask questions and offer feedback.

3/ The Beginning. Join us for one last meeting to go over any other questions, sign your paperwork, and get started!

Financial planning isn’t one size fits all. Each client has a different goal and needs to plan for different outcomes.

However, the most important step in financial planning is to have your financial goals clarified and help take an honest stock of where you are today and where will you end with your current plan or lack of plan.

Once your initial plan is created, we meet with you regularly to ensure your progressing towards your goal. Our team continues to monitor your portfolio and if there are changes we think that would best support your goals, we will inform you.

Life events such as marriage, career changes, the birth of children or events beyond your control such as inflation, interest rates, or recessions may require new strategies or changes to your financial plan. 

Your Certified Financial Advisor will work with you to ensure your plan continues to meet your goal and if tweaks are needed, we will recommend them.

Our key financial services include:

Early Retirement Planning – where we will help you feel excited about life during retirement.

Portfolio Management – better returns on your investment portfolio

Tax Strategies – help you preserve your wealth through sound tax strategy structures.

Insurance Planning – provide the protection and security for your family from the unexpected

Estate Planning – plan for your family’s future with confidence

Transfer of Wealth – confidently prepare and transfer wealth from one generation to the next.

With a fee-based structure, clients pay their advisor directly as opposed to the advisor being compensated based on a commission-based model by the investment company.

Majority of our clients and families that we serve reside in Toronto, and across the greater Toronto area. We also have a number of clients who are outside of Toronto and with a few who reside across Canada. We are still able to meet regularly with clients through Zoom when in person meetings are not possible.