Financial PLanning

Our financial planning is focused on helping individuals and business owners achieve their financial goals and strengthen their financial security. Challenges always arise in life, but with a well thought out financial plan one can confidently face them.

Personal Financial Planning

Personal financial planning is a methodically based 6 step approach that involves the client in the process as we focus on their goals and from basic money management to leaving a legacy.

The steps are:

  1. Discuss financial goals with the client
  2. Gather data/ information on the client including goals
  3. Analyse information to evaluate current financial status
  4. Develop and present a financial plan with alternatives and recommendations
  5. Implement the agreed upon financial recommendations
  6. Monitor the plan

Our firm offers a full range of personal financial planning services which include:

Money Management

Budget, cash flows, net worth, debt management

Investment Planning

We match your risk appetite to investment for long term growth

Retirement Planning

We offer a review of pension plans and guide you with your RRSP and other areas to match your retirement goals

Estate Planning

We work with a team (attorneys, administrators) to create power of attorney, will, trust to preserve and transfer your assets to the next generation, while maintaining a legacy

Risk Management

We use insurance to assist in risk management for safeguarding of assets and management of liabilities and cash flow

Free Initial Consultation
Let us help you. Call us at (246) 622-2069 today or request a free confidential initial consultation online to learn more about our tax planning and preparation services.