We are independent Financial Planners. We work to achieve the best retirement for you with a view to passing on as much as possible to your beneficiaries. We do Holistic Retirement Planning and Estate Planning. We use various tools including Charitable Giving, Tax Reduction strategies and Insurance strategies.

Services Offered in RI
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
Minimum Account Size


Investor Type Dealt With


Type of License


Provinces Licensed In
  • Alberta
  • British Columbia
  • Manitoba
  • Nunavut
  • Ontario
  • Quebec