Our Services

Financial Planning
Articulate & execute on client goals, cash flow analysis, debt management, education/college planning, beneficiary planning,  and philanthropic planning,

Investment Management
Investment policy, BMO research & economic insights, risk management, portfolio analysis/evaluation, portfolio rebalancing, active and passive investment strategies, transparency on performance & fees.

Client Services
Proactively keep in touch with updates, serve as advocates for clients, counsel clients through tough decisions, client administration, and provide referrals to other professionals.

Tax Minimization
Tax loss harvesting, management of RESP and RRSP accounts, implement trusts when beneficial, stay up to date on tax law changes, help reduce your taxes, and discussing tax implications for different investment vehicles.

Retirement & Estate Planning
Estate plan review, ensure your will reflects updated estate plan objectives, insurance review, CPP optimization strategies, and suggest alternatives to lower taxes during retirement.

Business Advisory
Organize your business assets in a tax-efficient manner, help develop employee benefits to increase employee loyalty, protect assets from creditors, and help create business succession plan or develop exit strategy to get you top-dollar at sale.