ESTATE AND INHERITANCE PLANNING

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. Being prepared is being responsible.

Personal & Family

EDUCATION SAVINGS (RESP)

If one of your goals is to help fund the high cost of post secondary education, the RESP may be a great option. With the government matching between 20 - 40% of your contributions, your savings can grow very quickly. Grandparents can also contribute into the account.

DISABILITY SAVINGS PLAN (RDSP)

​A registered disability savings plan (RDSP) is a savings plan that is intended to help parents and others save for the long term financial security of a person who is eligible for the disability tax credit (DTC). With the government matching between 100 - 300% of your contributions, your savings can grow very quickly. Let us help secure a solid financial future for your loved one.

RETIREMENT PLANNING

A successful retirement takes planning, reviewing and getting the right advice at the right time. Rule number one – get your FIN (Financial Independence Number) set. Remember your retirement is the longest paid vacation you will ever have. Let's plan it right! You only get one chance at a great retirement.

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PROTECTING YOU & YOUR LOVED ONES

​Life insurance is not a fun subject, yet it's one of the most important components of financial planning. If one of the incomes streams were to stop in a family it could be devastating; however, with the right plan your loved ones will be financially secure.

DEBT STRATEGIES & NET WORTH 

Too much debt can create serious challenges, not just financially, but emotionally as well. Having a plan to become financially solid builds confidence. Know where you stand today and then work towards a better future.