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Protecting You…
Protecting those things most important to us is a necessity today for most Canadians, regardless of income, occupation, or marital status.
In a stable but flexible Financial Protection Plan, we’ll work together to establish your unique financial goals, and map out the steps to get you there.
Your Financial Protection Plan will focus on areas of concern to you, including:
Cashflow Planning
Start your financial journey with cashflow management and conscious spending, identifying your current relationship with money, and setting some short and long-term financial goals… and blossom into a greater financial stability for you, and your family
Insurance Planning
Protect your loved ones and your financial progress with a life, disability & critical illness insurance plan that makes sense for you, your family, and your business
Estate Planning
All along the way, and especially as you build wealth and near retirement, we’ll plan for inter-generational wealth transfer to ease the duties of an estate executor, minimize tax burdens to your loved ones, and ensure that your wishes are fulfilled
While Growing Your Wealth
Working together to identify your short- and long-term financial goals, and create a plan of action to get you there through the implementation of simple and out-of-the-box planning strategies will get you on your way. Whether you’re ready to start saving now or not, the creation of a plan will help you to see different scenarios.
Do you know how much capital you need to live your ideal retirement lifestyle?
It’s different for everyone, but knowing what your retirement goals are, and a plan to reach them, will move you further toward achieving them!
All the while, incorporating tax planning for both now and during retirement, you’re able to put the most dollars to work for you while taking advantage of tax incentives along the way.
Investment Planning
Every penny counts, and together I help you build wealth and reach short- or long-term financial goals, using tax-strategic managed investment funds that you understand and can not only help you grow your money but also protect you from market downturns (ask me how!)
Retirement Planning
Envisioning what your retirement lifestyle will be, the wealth you’ll need to fulfill it, and your action plan to achieve it can be daunting, but you’re not in it alone. Together we’ll make sure you’re able to retire when YOU want, or help to make adjustments so that you achieve your goals.
Tax Planning
Whether you’re looking to reduce taxes now, manage taxes in self-employment, or plan for a tax-efficient retirement, steps can be taken for individuals or business owners to plan appropriately so that more of your money is kept in your pocket.
Solutions for Small Business Owners
Reward and Retain Your EmployeesIt can be challenging as a small business to keep operating costs low and still be competitive in this employment market.
Learn how you can control costs while offering flexible group benefits to your employee team, and work with me to put together a plan that fits your needs.