Lack of Confidence in Retirement
A significant portion of Canadians lack confidence in their retirement readiness. A 2023 TD survey revealed that 43% of Canadians are not confident they will be able to retire when they initially planned.
Absence of Financial Plans
Approximately 54% of Canadians have not established a personalized financial plan tailored to their goals. Among those without a plan, nearly 40% would feel more confident in their ability to meet their financial goals if they had one.
Retirement Savings Deficits
The 2024 Canadian Retirement Survey indicates that 39% of Canadians aged 55-64 have less than $5,000 in savings, and 73% have $100,000 or less.
Having a trusted financial planner is essential to achieving your long-term goals. Whether it’s saving for retirement, buying a home, or funding your children’s education, we are here to help. Without a financial advisor, you are more likely to end up in one of the buckets below.
Financial Planning
Other Services
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For more than 30 years, our family has been helping others make smart, lasting decisions with their money. We believe financial advice should be personal — not a sales pitch. From financial and tax planning to insurance and estate strategies, we help families and business owners protect what matters most and build a legacy that lasts.
We’re not a big bank, and we don’t believe in cookie-cutter solutions. We take the time to understand your goals, your values, and your dreams — then we build a plan that fits your life. Our mission is simple: to help you protect and grow your hard-earned money with wisdom, integrity, and responsibility.
Personal and Corporate Tax Preparation
We offer reliable and personalized tax preparation services for both individuals and businesses. Personal income tax return preparation and filing that is accurate, compliant, and maximizes credits and deductions . For business owners, we prepare and file your Corporate tax returns and can provide trusted advice on managing cash flow and expenditures.
Protecting your legacy and giving you peace of mind. Our tax planning strategies are designed to reduce your lifetime tax burden, not just your year-end bill, helping you retain more of what you’ve earned. When it comes to estate planning, we work closely with you to ensure your assets are preserved and passed on according to your wishes, with minimal tax implications and administrative burden for your loved ones. Whether you're planning for the future of your family or the succession of your business, we provide clear, compassionate guidance every step of the way.
Tax Optimization and Estate Planning
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