- RRSP (Registered Retirement Savings Plans)
- TFSA (Tax Free Savings Accounts)
- High Interest Savings Accounts
- Mortgage Advice and Referrals
- Personal and Business Loan Advice and Referrals
- Personalized Investment Plans
- Tax Preparation and Advice
- Strategic Wealth Design
(financial planning the way it should be!)
We provide unbiased and comprehensive advice
Our Products & Services
We have discovered through our years of experience is that behaviour is the KEY to everything when to comes to money. There is only so much we can do with rate of return, tax efficiency and the right debt structure. If behaviour does not line up with the day to day spending it will never lead to the goal.
1. Build More Wealth
2. Reduce Risk
3. Protection of the Plan
4. No Additional Out of Pocket Cost
How Do We Empower You to Protect, Grow, and Enjoy?
Lifestyle Cash Flow Planning
DISCOVER
Understand the problem and what can be done about it.
IDENTIFY
We only work with accurate numbers to give accurate strategies. You don't want a plan based on assumptions so we always ask for full information up front.
VISUALIZE
Your data on the model- exploring strategic alternatives.
Cash Flow Planning-- LEAP Model-- Internal Design-- Money Strategies
IMPLEMENT
You decide actions to take to improve your financial position.
ACHIEVE
Increase efficient and effective use of your money.
Annual Reviews
the solutions
- GICs
- Life Insurance
(multiple companies and plans available) - Disability/Lifestyle Protection Insurance
- Critical Illness (Cancer) Insurance
- Health and Dental Plan
- Group Health and Disability Plans
- Health Spending Accounts
Lifestyle Cash Flow Planning
the solutions
Through simple, time tested strategies, you can feel in control of your income again without feeling restricted!
- Maximize your overall protection against unforeseen events (life, income, cancer, emergency savings, etc.)
- Maximize your savings rate
- Maximize your ability to grow money safely using multipliers
- Coordinate and organize your financial world. Your own personal CFO
- Maximize retirement enjoyment by creating lifetime guaranteed income
DISCOVER
Understand the problem and what can be done about it.
IDENTIFY
We only work with accurate numbers to give accurate strategies. You don't want a plan based on assumptions so we always ask for full information up front.
VISUALIZE
Your data on the model- exploring strategic alternatives.
Cash Flow Planning-- LEAP Model-- Internal Design-- Money Strategies
IMPLEMENT
You decide actions to take to improve your financial position.
ACHIEVE
Increase efficient and effective use of your money.
Annual Reviews
Our 4 Promises