How We Deliver

You need a plan, but a plan doesn’t create results – implementing a plan creates results. That’s why we’ve created a firm that has the core competencies and in-house abilities to execute your plan.

Our work falls into two categories – Planning Activities, and Implementation Activities


  • Biographical Interview
  • Corporate Financial Planning
  • Employee Benefit Planning
  • Estate Planning
  • Family Council
  • Family Financial Philosophy
  • Financial Education
  • Intergenerational Wealth Transfer
  • Investment Management
  • Mortgage Planning
  • Personal Financial Planning
  • Planned Giving
  • Profile & Assessment of Your Planning Team
  • Risk Management
  • Tax Planning


  • Annuities
  • Bonds
  • Critical Illness Insurance
  • Disability Insurance
  • Employee Benefits (Group Life, Health and Pension)
  • ETFs
  • Exempt Life Insurance
  • Flow Through Shares*
  • GICs
  • General Investing (RRSP, RESP,RIF/LIF, Pension, Non-Reg, ITF, Corp)
  • Individual Pension Plans
  • Leveraged Investment**
  • Life Insurance
  • Limited Partnerships
  • Long Term Care Insurance
  • Mutual Funds
  • Securities
  • Shareholder Agreements
  • Will(s) and Power(s) of Attorney

*Important information about flow-through limited partnerships is contained in their relevant Prospectus/ Offering Memorandum. Please obtain a copy and read it carefully including the associated risks and tax consequences before investing.
**Borrowing to invest is not suitable for everyone. You should be fully aware of the risks and benefits associated with using borrowed money to invest since losses as well as gains may be magnified.