Your financial plan helps determine your goals and a road map to achieve them. Our team can take the worry out of creating your dynamic plan and has the expertise to turn that map into a GPS, leading you and keeping you on track as you move toward your goals. When your priorities change, it only takes a small recalculation and you are back on your way.

A financial plan is a dynamic process, evolving as we revisit them each year so you stay on track with your goals, and we can update it along the way every five years, taking into account your unique life stage. By keeping it current with your life experiences, you can rest assured that your finances are working for you. Such peace of mind allows you to devote your energies to your individual pursuit of happiness, whatever that looks like for you. Take a look at our sample of a financial plan to get an idea of all that is involved. We welcome your questions.

A succession plan puts you in control of the future direction of the legacy of your business. It’s how you plan for a smooth transition when you choose to leave or reduce the effect of untimely events that could change your ability to operate the business. We can help you develop a succession plan so the business you worked so hard to grow can keep thriving long after you transition out.

What do you do if an unexpected buyer shows up? Can you make a partial exit if you want to take some equity out of your business? What about giving some of the equity to keep your top talent? And then, there’s the conundrum, do you want to invest what is needed to take you business to the next level? These are four common triggers that send Canadian business owners running for the exit. A formal business transition plan helps determine how, when, and to whom you’ll transfer your business. It also helps preserve your company’s value by accounting for tax planning and preparing for a potential sale and any unforeseen events. Our team of experts helps you understand your options so you can develop and effective strategy for transitioning your business.

What do Jimi Hendrix, Steig Larsson, Pablo Picasso, and Abraham Lincoln all have in common? They all died without a Will. Although a Will is an essential component of the estate planning process, it takes time and consideration to structure it properly. With our team of professionals, you can get the expert advice you need to create this important document. Leaving a Will is an effective way to ensure your estate assets are managed and distributed according to your wishes – everyone should have their last say.