Comprehensive Financial Planning

Comprehensive Financial Planning encompasses all aspects of an individual or family’s finances. Together, we identify synergies and develop holistic strategies that optimize our clients’ wealth management. The financial plan that we create, free of charge, becomes a dynamic tool that we refine over our clients’ lifetimes as their needs and priorities continue to evolve.

 
 

Creating a Financial Plan

Retirement Planning, Estate Planning, Tax Savings, Business Consulting

Investment Management

Stocks, Bonds, ETFs, Mutual Funds, Segregated Funds, Principal Protected Notes, High Interest Savings Accounts, Closed-End Funds, Annuities, GICs, Hedge Funds, Private Equity opportunities and much, much more

Risk Management

Life & Disability Insurance, Critical Illness & Long Term Care Insurance, Individual Health Plans, Business Insurance