A certification of skill A commitment to serve


EXPERT FINANCIAL ADVICE YOU CAN TRUST

Our team’s vision is to give every client an opportunity to experience the security and sense of well-being that accompanies a clear, concise and achievable financial plan. We continually strive to exceed our clients’ expectations by providing coherent, objective advice that brings clarity to their financial picture and enables them to focus on achieving their dreams.

We strive to create a friendly and comfortable atmosphere for both our clients and our team. Working as a team, we are regarded as professional and highly capable by our clients and our peers. We remain acutely aware of the trust that our clients have placed in us and conduct ourselves in a manner that reflects how important we believe that trust is. By establishing such trust, we create a loyalty cycle between clients, our team and our business.

Total Wealth Solutions wheel 

Are you Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Who We Work With

Individuals & Families

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.

Businesses & Corporations

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.

Professionals

Explore a strategic method for managing your wealth, featuring robust Financial Planning and management with personalized, cost-effective solutions tailored specifically to your needs.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

Information & insight

The recent passage of the Social Security Fairness Act of 2023 has marked a significant victory for public service workers and cross-border retirees.
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Tax Planning
The federal government’s 2024 proposed changes to the capital gains inclusion rate (CGIR) have introduced new complexity into the year-end ritual of harvesting capital losses.
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Tax Planning
On December 16, 2024, the Leader of the Government in Canada’s House o...
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Tax Planning
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
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Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
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Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
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Tax Planning
Watch our latest Client Insights webinar.
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Life Events, Lifestyle & Technology
Striking the Right Balance.
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Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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Markets & Investing
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