We’ve been creating legacies since the year 2000. Unlike your automobile insurance carrier or financial institution, investments and life/living benefits insurance are not just a sideline for us. We work with many highly rated investment and insurance companies so you have choice. We believe in providing you with products and advice that offer high value. Our services are available both in French and English. Training and continuing education are very important to us. We continue to build our breath of skills that range from business/retirement planning to marriage preparation. Our goal is to provide you with comprehensive service, whatever your needs are, based on confidence and trust to build a solid relationship.

Financial Planning
Helping achieve your financial goals through financial planning

Families
We provide strategies to help families to accumulate and protect your wealth.

Business Owners
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Latest News
Bank of Canada Announces Interest Rate Cut Amid Economic Uncertainty
The Bank of Canada has cut interest rates to 2.75%, reflecting ongoing economic challenges and trade uncertainties.
Market volatility is normal, but staying disciplined and diversified helps manage risk over the long term.
If you have questions or concerns, please reach out—we’re here to help.
#BankOfCanada #InterestRates #MarketVolatility #FinancialWellbeing
2025 Canadian Controlled Private Corporation Tax Rates
Stay updated on 2024-2025 Canadian corporate tax rates for CCPCs. Small business rates start at 9%, active business varies, and investment income is 38.7%.
2025 Canada Money Facts
2025 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!
How Tariffs Affect Your Wallet: A Canadian Perspective on the US–Canada Trade War
The US–Canada trade war is hitting home, raising prices on everyday goods and shaking the economy. With tariffs on both sides, what does this mean for your wallet? Learn how trade policies impact your cost of living, investments, and financial future.