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
Accessing Corporate Earnings
One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government’s.
Canada Emergency Wage Subsidy expanded to include more businesses!
On July 17th, Finance Minister Bill Morneau announced proposed changes to the Canada Emergency Wage Subsidy (CEWS) that will expand the number of businesses that qualify for the program.
Canada Emergency Wage Subsidy extended into December!
On July 13th, Prime Minister Justin Trudeau announced the extension of the Canada Emergency Wage Subsidy (CEWS) until December.
10 Essential Decisions for Business Owners
Business owners can be busy… they’re busy running a successful business, wearing lots of hats and making a ton of decisions. We’ve put together a list of 10 essential decisions for every business owner to consider.