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
Coronavirus & Market Uncertainty- What you should do.
Over the last week, the financial market has taken a downturn amidst fears over Coronavirus. The S&P 500 had its worst weekly drop since the financial crisis in 2008, after setting all-time highs the prior week.*
Salary vs Dividend
As a business owner, you have the ability to pay yourself a salary or dividend or a combination of both. In this article and infographic, we will examine the difference between salary and dividends and review the advantages and disadvantages of each.
Comparing TFSAs and RRSPs – 2020
We examine the difference between RRSP and TFSA in the deposit and withdrawal stage.
RRSP Tax Savings Calculator for the 2019 Tax Year
The 2019 RRSP Tax Savings Calculator