A certification of skill a commitment to serve

EXPERT FINANCIAL ADVICE YOU CAN TRUST

When planning your financial future, many details regarding your money and your life’s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future.

When working with our team, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And, we will be there to help you each step of the way in the pursuit of your financial goals.

Total Wealth Solutions wheel 

Adding Value to your life

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.

Harry Sale, CIM, QAFP
Financial Advisor

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

father and daughter on a beach

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.

empty chairs in boardroom

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.

professional business woman

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.

Insights & Articles

...
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.
Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
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.
Tax Planning
Watch our latest Client Insights webinar.
Life Events, Lifestyle & Technology
Striking the Right Balance.
Markets & Investing
Watch our latest Client Insights webinar.
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Tax Planning
Do U.S. Elections Affect Canadian Markets?
Markets & Investing
The art is not in making money, but in keeping it.
Proverb