Build Wealth

Make your money powerful and life meaningful

Connection is the key to a life well-lived.

Confident financial decision-making doesn't need to feel burdensome.

We think conversations about money should be logical, thoughtful, and kind.

So when it comes to your financial management, we keep things simple, making sure you understand:

What it means to you, your family and your business
How it will benefit you
What is realistic and achievable in a given time frame

Here's the bottom line: knowledge about how to manage your money makes your money powerful.

We're real people who understand how successfully managing your money and your relationships surrounding your money is the key to living your best life. We call this wealth-being.

Connect with us to talk about how you can start cultivating your wealth being.

Estate & Tax Planning

Financial Management

A good estate plan remains flexible and tax-efficient while getting gifts to the people we want, at the times we want, the way we want. The real potential is having an estate plan that not only fulfills our desires but also prepares heirs to receive and prudently manage the assets they inherit. Common concerns include scenarios where heirs:

Are naïve about money
Spend beyond their means
May become less productive or motivated upon receiving an inheritance
May have a hard time taking financial responsibility for their inheritance
Maybe unfamiliar with working with professionals or your team

Successfully navigating the finances of family relationships requires communication among spouses, siblings, business partners, children, and even in-laws. We can help with those conversations, supporting you in creating a legacy worth building.

Life Insurance & Risk Management

Financial Management

Identifying knowledge gaps in financial planning in order to manage risk is as important for young families, growing businesses, partners and siblings as well as established family enterprises.

We can help you identify and mitigate risks by pinpointing the best life and living benefit insurance in the market for your needs. Various products differ in their use and applications.

Once your insurance is in place, we'll provide year-to-year reports, adjusting with the changes to your health, family or business. Wealth worth building is worth protecting.

Retirement Planning

Financial Management

You have reached the top. You look forward to only doing what you like, to spending more time with friends and family, to traveling and enjoying your hobbies. But you have questions:

When is there enough?
When should we take CPP and OAS?
Will we have OAS clawed back?
Will we live too long and outlast our money?
What about health care?

Independence is important in retirement. We help arm you using predictive models to show how your money will keep you in the lifestyle you wish to have (or can afford).

Charitable Gifts & Planning

Financial Management

Like a tree, everything starts with a seed. As the Chinese proverb says:

"One generation plants the trees, and another gets the shade."

Charitable giving improves family member engagement by modelling generosity, ethical behaviour, gratitude and the story of your family. With generations more engaged in the family’s story and the building of the family culture, individual motivators and morale will naturally be higher.

Wherever you are, you can make a difference. We can show you how.