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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

Money Saving Mortgage Strategies

Submitted by admin on
mortgage
saving strategies

Mortgages today are not like they were when our parents or grandparents bought their homes. As most of us don't have the cash to buy a home outright, we need to borrow from a lender. There are a number of strategies you can use to get the best deal, pay it off more quickly and pay off the debt in the event of premature death.

Long Term Care Protection

Submitted by admin on
long term care

Many mistakenly believe that if they need Long Term Care, either in their home or in a facility, the cost will be covered by provincial health care or other government agencies. While certain programs are available, a large portion of these costs become the responsibility of the patient or their family.

Federal Budget Impacts Investment Taxation

Submitted by admin on
tax
tax planning

The recent Federal Budget included measures to close a favorable tax rule for investors in investment accounts or through corporations, trusts and holding companies, who have proposed rules to curb the tax advantages of “corporate class” mutual fund shares.

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