01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.
 

Risk Management

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
 

Financial Planning

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.
 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.f

Our Team

Blogs

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7 Milestones At Age 50 & Above

Sarah Whittaker |
Categories
Retirement
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important milestones in retirement planning and your financial life. Here’s a look at why, with a focus on each milestone birthday after 50 and the role it can play in your overall financial wellness. Age 50: Catch-Up Contributions When you turn 50, you can start to make "catch-up" contributions to your 401(k)s...
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How to Reprogram & Improve Your Money Mindset

Sarah Whittaker |
Categories
Finance
Investments
Savings
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...

Informed Donating

Sarah Whittaker |
Categories
Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.