Over the past decade, we have helped hundreds of individuals, families and business owners realize their personal and professional aspirations by making their wealth grow and planning their financial futures.

As an independent financial services company, we have access to a wealth of products, and therefore can recommend the products that best suit your unique requirements and financial goals.

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What rate of return do you need to meet your goals? Are your current investments achieving that return? Looking for a higher return while minimizing risk?

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Do you need insurance (life, disability, critical illness, long term care)? How much and what kind? Who should own the insurance (you, your company, or your spouse)?

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How much do you need to save to retire? Are you on track for meeting that goal? Should you start your pension early? Should you draw from RRSPs or non-registered funds first?

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Financial Planning is a process that presents a clear picture of your present financial situation, determines where you want to be in the future, and tools you will use to get there.

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Are you paying the least amount of interest on your current debt? Can you reduce your debt quicker? How do you create new cash flow from your investments?

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