Our Approach

Our clients are not just clients; they’re valued members of our extended family. Together, we plan for families’ futures, navigate the intricacies of business finances, or strike a balance between the two. Ultimately, our team is here to support, advise, and guide. Every step of the way.

We take client families through a series of steps that are repeated and revisited regularly as their lives and plans evolve. On this path, we hope to guide each client toward the ultimate goal: peace of mind.

    • Assess financial health

    • Determine cash flow

    • Establish goals and milestones

    • Identify gaps and required actions

    • Compile inventory of financial statements, wills, POA, tax returns

    • Establish account structures to support tax and timing objectives

    • Establish planning review frequency intervals

    • Implement goal-oriented strategies

    • Design retirement paycheque for each stage

    • Segment investment pools to support each goal and unique timeframe

    • Revisit and update plan

    • Achieve goals and milestones

    • Realize benefits of holistic planning

Who we work with