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It's your money... and your peace of mind.

We understand that.

You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.

The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

Please click here to review the services we offer or contact us for additional information.



Recent Articles

The Either / Or Financial Decision

When it comes to making financial decisions most people focus on either/or scenarios; they make tactical decisions that may or may not reflect a larger financial planning or wealth accumulation context.

Thinking Like the Rich

There are some things that the rich do and the way they think that makes them different from you and me. These habits contribute to their ability to build and maintain long-lasting wealth and financial independence across several generations.

Naming Beneficiaries for Your RSPs

Most people list tax elimination or minimization as a top priority in their estate plans. For most, Registered Savings Plans (RSPs), which includes RRSPs and RRIFs, are one of their most significant assets. Most RSP accounts hold investment funds or securities that are very liquid, often accessible within a few days.

Tax-Free Savings Accounts

A great way to SAVE for special events and situations.
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Tax Savings Calculator

See how much tax you can SAVE with an RRSP deposit.
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Growth Calculator

See how regular RRSP deposits can grow your NEST EGG.
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