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Financial Planning & Management

Wealth Management

Never depends on single a INCOME.

Make investment to create a second SOURCE

Retirement Planning

Do not save what is left after SPENDING

but spend what is left after SAVING


Tax Planning


The difference between those who plan versus those who don’t is huge.  Give us the opportunity to help you plan well and save big on taxes!

Life Insurance

A good setup of a life insurance or living benefit policy can do far more than to provide income to the dependents.  We can show you strategies that can enchance your life and your legacy.

Wealth is only a source of happiness when it is used to do good for others

– Denis Waitley

Top-Picks Articles From Your Trusted Advisor:

Sunlife: 10 tips for a happy retirement (infographic)

Sunlife: How to choose the right type of life insurance (video)

Financial Advices and Management

Financial planning is about more than just good ADVISE or INVESTMENT RETURNS…It’s about providing GUIDANCE that you can TRUST.

Retirement Income Planning

A quick Google search for “retirement planning” outlines millions of results, while the same on Amazon surfaces more than 20,000 books.

The verdict is clear: Canadians are both eager and stumped when it comes to planning for retirement.

For many aspiring retirees, the step missing from their retirement planning process is guidance. You may be surprised to hear that households who use a financial advisor end up with 15% more to spend in retirement than non-advised households.  Enlisting the counsel and direction of a retirement planner is an essential step toward maximizing your savings, growing your hard-earned investments, and realizing your visions of a beachfront grand finale!

500% ROI

Yes! it is possible and it can be tax-free…

Our Mission Is to Build the Foundation of a Secure Future

“Retirement is a blank sheet of paper.  It is a chance to REDESIGN your life into something new and differenet.”


~Patrick Foley