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Risk & Wealth Planning

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Protect yourself and your loved ones

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Invest, save and grow for your future

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Creating a financial blueprint is the first step to financial success.

IT'S YOUR FUTURE, YOUR MONEY, YOUR CHOICE...

You work hard for your money; it's time for your money to work hard for you! Risk management, minimizing your costs & maximizing your growth are essential foundations for building your financial story. Your goals are just that; YOURS. You are unique, and your plan needs to fit YOU. We'll help you put a blueprint together that meets YOUR specific financial goals and protect your future.
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Financial Library

Articles and tools to help further your understanding

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Risk Management

Life, Disability, Critical Illness, Retirement, Mortgage, Corporate

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Wealth Management

Retirement, RRSP, RRIF, RESP, TFSA, Money Management for Kids

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Strategic Planning

Getting your strategy off on the right track

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Resources

Tools, Calculators, Forms

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Videos

Learn about different products by video instead of reading

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Latest Posts

Corporate class mutual funds in a corporation

September 18, 2023

Case Study Scenario For the past 10 years, Mike has owned and operated a local construction company that has become highly successful. Due to this success, Mike has built up significant after-tax profits within his corporation and finds himself facing a decision: withdraw these funds now and invest them personally or leave the funds in…

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How much do Canadians need to save per year for retirement?

July 4, 2023

It’s hard enough for people to wrap their heads around saving and investing for retirement in normal economic times, so it’s no surprise how overwhelmed so many feel about their financial futures today. With inflation increasing the costs of everyday items and rising interest rates affecting the mortgage and other borrowing costs, budgets have gotten…

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Keep the cottage in the family

June 22, 2023

For many families, a beloved cottage is a place of cherished memories and tradition. But as time goes on, the challenges of passing down a cottage from one generation to the next become increasingly complex. In this informative piece, we’ll highlight the common problems families face in maintaining ownership of a cottage, and provide readers…

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2023 Bulletin on Quebec Social Legislation

June 21, 2023
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Why Life Insurance is Crucial for Young Adults: Protecting Your Future

May 18, 2023

In this article, we delve into the crucial topic of life insurance for young adults. While many young adults may not feel like they need life insurance, the reality is that unexpected tragedies can happen to anyone. By protecting your future with life insurance, you can ensure that your loved ones are financially secure if…

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Life Insurance: Helping Your Family’s Future

May 15, 2023

Discover the peace of mind and financial security life insurance can provide for your loved ones. Learn how it can help your family in times of need.

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May 15, 2023

IT’S YOUR FUTURE, YOUR MONEY, YOUR CHOICE We offer a variety of services, including budget planning, investment advice, and debt management. And our team of experienced professionals is here to answer any questions you may have. So don’t wait any longer, call us today and let us help you take control of your financial future!…

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IT’S YOUR FUTURE, YOUR MONEY, YOUR CHOICE…

May 9, 2023

IT’S YOUR FUTURE, YOUR MONEY, YOUR CHOICE You work hard for your money, it’s time for your money to work hard for you! Managing your risk, minimizing your costs & maximizing your growth are essential foundations to build your plan. Your goals are just that; YOURS. You are unique and your plan needs to fit…

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Unlock Your Financial Freedom with a TFSA

March 13, 2023

What is a TFSA? A Tax-Free Savings Account (TFSA) is a type of savings account that allows Canadians to save and invest their money without having to pay taxes on the investment income. This makes it an attractive option for those who want to save for retirement, save for a rainy day, or simply invest…

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Life Insurance: A Smart Way to Protect Your Family and Leave a Legacy

January 24, 2023

Life insurance is an important part of any family’s financial plan. It provides financial security and peace of mind in case of an unexpected event, such as the death of a family member. Life insurance can help protect your family from financial hardship in the event of an untimely death. For most families, life insurance…

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