Wake up excited about life, not worried about money
Financial Planning for Business Owners and Individuals Who Value Peace of Mind Planning
Everyday wealth management means more than just a dollar amount in your account. It’s peace of mind planning, today and for years to come.
Personalized wealth management solutions
Everyday accountability coaching
Research-backed investment approach
Is managing your finances leaving you frozen with indecision?
You know you need help with your finances, and sorting the good investment advice from the bad feels like a full-time job. Finding a financial advisor who serves your interests instead of lining their own pockets shouldn’t be so hard.
The problem is that trusted information and great financial advisors are both hard to come by, and your financial future depends on making the right choice.
We work toward your short and long-term financial goals
Not the business goals of the big banks or Bay Street investment managers.
We lead the financial planning process for business owners and individuals who want to prioritize their short and long-term financial goals.
We want to take the worry out of wealth management
Wealth management is a simple formula combining Investment Management, Advanced Planning and Behavioural Coaching. Each is upheld by a commitment to transparent fees, regular check-ins, and trusted financial information.
Investment Management
Maximize the probability of achieving your goals.
- Advisor managed portfolios
- Tax-managed portfolios
- On-going monitoring
Advanced Financial Planning
We go beyond the basics for big picture financial planning for business owners and individuals alike:
- Retirement income planning
- Cash flow planning
- Corporate investment management
- Charitable giving planning
- Tax planning
- Estate and wealth transfer planning
Financial Management Behavioural Coaching
Advice and education to save you from costly mistakes.
- Science-backed methods to avoid big investment or planning mistakes
- Learning to use your plan as decision-making anchor
- Helping you avoid being swept up in a fad or panicking in a lull
Freedom from financial stress starts here
Call us
We’ll assess your financial standing…
…and together we’ll set your goals for the future.
We’ll create your financial plan…
…and check in regularly to make sure you’re on your way to financial comfort.
5 investing mistakes you'll make...and how to fix them
You were tired of getting cookie-cutter advice from your bank, so you’ve taken matters into your own hands. The problem is, you’re not sure if you’re always making the right decisions, and there’s a lot on the line.
Download our free PDF explaining common mistakes individual investors make, and how to correct them.
It’s time to feel in control again
You know hiding your head in the sand isn’t going to help you get out of a financial mess. With our help, you can stop the stress and achieve financial security for the future.
