With our extensive training, we are able to provide a variety of additional services, which may help you plan and prepare for your future.

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Our Process

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Annual Meetings

Annual Meetings

The cornerstone of any Financial Plan is to review your progress. Circumstances change and your plan needs to reflect those changes. Quite frankly, our desire to meet to prepare your annual tax return has more to do with a review than the actual tax filing. Most people are busy throughout the year and it can be difficult to schedule a meeting...that being said, your retirement may depend on it...

Research & Analysis

Research & Analysis

For some people the process of picking an investment can be overwhelming - many may simply throw their hands up in frustration. It could also be easy to think that 'they are all the same'...but some investments seem to perform better than others, not unlike how we may encounter individuals who are simply better at their chosen profession.

Our research narrows down the list of investments to a manageable size, to help you make an intelligent decision without any institutional bias. 

Accessibility & Client Contact

Accessibility & Client Contact

Simply put, we are here to answer your questions. We try to personally answer all our phone calls and respond to emails usually within a few hours. Although not a 24/7 operation, we often hear from clients outside of normal business hours and try to provide a prompt response.

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Strategic Investing

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We’re here to find the best investment for you and your future. We take into account your risk preferences, return expectations and future goals.

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Other Services

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Whether you need assistance with GST filings, bookkeeping, budgeting or insurance, we’re here to help.

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Tax Preparation & Planning

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We complete a wide range of tax returns every year – everything from a basic tax return, to a sole proprietor with rental properties, we’re here to help.

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