Welcome

We provide comprehensive FINANCIAL-LIFE PLANNING to entrepreneurs and professionals who don't have the time to navigate the myriad financial products and services needed to help them achieve their important financial goals.

When working with us we promise:

You will receive an objective evaluation of your present financial situation including such elements as: net worth, cash flow, investment strategies, insurance coverage, tax planning; and estate planning.
You will have a clearer vision of your desired future both personally and professionally.
You will understand the financial implications of the choices you are making and are considering making.
Together with you, we will use the above information to create a FINANCIAL GAMEPLAN which may include but is not limited to the following : personal and corporate tax reduction strategies; pension maximization strategies; multi-generational wealth transfer strategies; and business continuation strategies.
We will work with you to implement and maintain this gameplan - staying in touch regularly so that we can make adjustments as goals and situations change.

If this is the kind of service you are looking for please call for an appointment today. New clients are welcome.

Recent Articles

Don't Bet Your Retirement on a Simple Approach

Posted on 05-08-2012

You have probably heard about the old 70 percent rule that suggests retirees will need the equivalent of about 70 percent of your current income level to maintain their lifestyle in retirement. This assumes that your retirement living costs will be 30 percent less than during your working years. While it may have been applied appropriately for retirees two or three decades ago, it is fraught with significant risk and potential disaster for today’s retirees.

It Doesn't Pay to Procrastinate

Posted on 05-08-2012

Many people have no idea. Some people have a vague idea. A few people, a very few, have it all worked out. When it comes to retirement planning, many people don't take action until forced to by a mid-life event (career change, death of loved one) or by hearing about seniors running out of money. It's strange that people find it so difficult to plan for their retirement. As all the basic financial books say, you start by recording your expenses, see where you can cut back, and then determine how much you need to save to achieve your retirement income goals. Yet, far too few Canadians take these presumably simple steps for their own financial success.

How to achieve financial success

Posted on 04-09-2012

financial planning

It is possible for just about everybody to achieve financial success. Getting there is usually not a matter of financial wizardry. By following some basic principles, you can make your financial dreams come true:

Set Objectives

Goal setting is the foundation of achieving financial success. If you don't have a target to shoot for, how can you expect to hit it? By writing down your goals, you will clarify them and establish your personal and financial priorities. Be specific when setting goals. For example, instead of having a goal to reduce debt, set a goal to reduce debt by a certain amount by a certain date.