Specializing in Estate Planning for Retirees

Specializing in Estate Planning for Retirees

If you are retired and wondering about the next stage of your financial strategy then contact our office for a free consultation.

Specializing in Retirement Planning

Specializing in Retirement Planning

We help individuals and families navigate all the various decisions surrounding a successful retirement plan.  We are dedicated to seeing each of our client realize their retirement dreams.

Latest Articles

  • Year End Tax Planning Ideas

    Nov 13, 2023

    With the year's end fast approaching, here are some ideas to minimize your 2023 tax bill.

    The first idea is to look at harvesting any tax losses in an investment portfolio to help offset any capital gains you may have triggered. Even if there are no...

  • Five Pillars of Financial Literacy

    Nov 13, 2023

    November is financial literacy month - a great time to reflect on your relationship with money and the decisions you make that guide you toward a secure future. Financial literacy is a set of five key skills that help Canadians navigate the complex...

  • What If I Can't Look After My Affairs?

    Nov 13, 2023

    Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank account, and personally had a joint mortgage on his home with his wife, Lois. His car was registered in his name only...

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