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Who are we:

A client driven financial services enterprise, founded upon the principles of:

  • Creative Thinking and Planning

  • Customized Product Solutions....designed to meet personalized objectives and needs, and

  • Precise and Targeted Action Plans.....formulated to get you where you want to go.....with the ongoing guidance and support of the truly Independent Professional Advisor.


Recent Articles

Principal Residence Exemption Rule Changes

Principal Residence Exemption Rule Changes

The new October 2016 Federal Government Principal Residence Exemption (PRE) rules are causing many Canadians to review and revise existing Wills and Estate Planning strategies according to STEP (The Society of Trust and Estate Planners).

Critical Tips for Avoiding Identity Theft

Critical Tips for Avoiding Identity Theft

No one wants to think about having their identity stolen or experiencing a theft of their finances. It is unpleasant, distasteful, and often feels like the type of thing that happens to other people, not to ourselves.

Long-Term Care Solutions

Long-Term Care Solutions

There is a common misconception that, if left unaddressed, can having a devastating effect an individual’s long-term financial well-being. It is the belief that long-term care costs are fully covered by provincial health care plans if you or a loved one ever need this special type of care.

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