facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Services & Solutions

Your financial life does not have to be complicated. 

Facing the unexpected takes the expertise of financial professionals to help plan for whatever comes along. Even in the most unpredictable times, we have the proven experience to provide you with the knowledge and resources you need to succeed. We work together with our clients, providing them with easy-to-understand recommendations and helping to implement them every step of the way.

Live Well


Spend comfortably now, knowing that you have a personalized financial plan and strategies to ensure future success as well. Your Family Wealth Management plan can address areas such as household budgeting, tax reduction strategies, and savings goals & investment strategies. Appropriate life insurance to protect your family throughout is also critical to success; reduce financial stress to LIVE WELL.

  • Comprehensive Retirement Savings Plan
  • Tax minimization strategies
  • Portfolio & Wealth Management
  • Life Insurance Protection
  • Family Records Management


Retire Well


EVER WONDERED IF YOU HAVE ENOUGH? To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from, when to access it, and how to minimize income tax. A comprehensive financial plan will outline strategies and provide confidence that you do, indeed, have enough to RETIRE WELL.

  • Comprehensive Retirement Income Plan
  • Tax Minimization Strategies
  • Portfolio & Wealth Management
  • Family Records Management
Share Well


We're good at financial planning - but not so good that we can ensure you run out of money the same day you run out of breath. You will have money left and if we don't plan where it will go, the Province will. By planning for tomorrow today, you can protect your estate and leave a legacy for your family or loved ones and important charities. Plan ahead to SHARE WELL.

  • Portfolio & Wealth Management
  • Plan to minimize or defer taxes
  • Solutions to help maximize your estate’s value
  • Multigenerational wealth planning and transfer
  • Family Discussions and Family Records Management
Estate Planning


Life insurance allows you to spend a small sum of money now and immediately have your family receive a large sum of money in the near future if tragedy strikes, or the distant future after a long, happy life. With the right Insurance solutions and products, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which may include:

  • Needs Analysis and Risk Management
  • Life Insurance to replace mortgage insurance
  • Life insurance tax reduction strategies
  • Disability and Critical Illness protection 


Family Records Management


Most agree it is an excellent idea, but few take the time to do it themselves. Would your family/spouse/Executor know where to find your Will, Powers of Attorney, Investment Statement, Outstanding Debts, Life Insurance, Home ownership, Financial Plan, etc.? In addition to building a financial plan and investment strategy unique to your goals, our team will provide you with a resource to help you organize and prepare to share 60+ family documents likely required at the most stressful times in life. Organize everything in one place.

  • Easily share and organize frequently used Family Documents
  • Excellent resource for Frequent Travelers, Downsizing or moving to care facility, ease the burden and provide clarity to Executor, Family and loved ones
  • Proprietary resource of Circle of Wealth® available exclusively to clients of holistic wealth management services

Learn More

For more information on services and solutions for your financial needs...

Contact Us Today