Educate. Empower. Elevate.

FINANCIAL PLANNING

Personal and financial goal setting, budgeting, accountability, financial literacy, tax efficiency.

CORPORATE STRATEGY

Tax efficiency, asset management, whole-life participating life insurance, buy-sell arrangements, employee & executive benefits, estate planning, business succession planning.

RISK MANAGEMENT & INSURANCE SOLUTIONS

Life insurance, critical illness, income protection, mortgage insurance & employee benefits.

INVESTMENT & RETIREMENT PLANNING

RRSP’s, TFSA’s, Mutual Funds, Index Funds, Non-Registered Investments, Segregated Funds.

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For the Planet

We care deeply about people, the planet, and using business as a force for good. That’s why when you choose to work with us, we plant trees to re wild our planet, make our cities healthier and safer, create jobs, and help fight climate change.

“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet

Who We Work With...

BUSINESS OWNERS
PRACTITIONERS & PROFESSIONALS
FAMILIES
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