Our Clients

Entrepreneur

It takes an entrepreneur to understand the needs of an entrepreneur.

Organizational Structure

How should I own the shares of my company?
Do I have a need for a holding company?

Passive Investments

Am I utilizing a corporate structure?
Are my investments being held tax efficiently?
Do I risk giving up my small business tax deduction?

Estate Planning

Can I benefit from a corporate estate bond?
Does it make sense to roll my RRSP into an IPP?
How do I efficiently transfer assets to my heirs?

Health Professional

As you provide care to your clients, we give back to you the one commodity you cannot buy – time.

Organizational Planning

Is incorporation right for me?
Do I have a need for a holding company?

Passive Investments

Am I utilizing a corporate structure?
Are my investments being held tax efficiently?

Estate Planning

Can I benefit from a corporate estate bond?
Does it make sense to roll my RRSP into an IPP?
How do I efficiently transfer assets to my heirs?

Corporate Executive

We complement your expertise and provide laser focus on the priorities that matter most.

Financial Planning

Have I identified the pros and cons of my company pension plan?
Am I maximizing my company savings plans?
Can these plans ensure I maintain my desired lifestyle at retirement?

Investments

Am I assessing my risk tolerance correctly?
Have I properly allocated my assets between corporate and personal plans and is it tax efficient?
Do I have an exit strategy for company stocks and options?

Retirement & Estate Planning

Do I have taxable liabilities that need coverage? (i.e. insurance)
Have I accounted for the loss of corporate benefits at retirement?

Successfully Retired

Our proven recipe is to keep it simple, transparent, and offer financial peace of mind.

Financial Planning

Do I have a retirement income plan?
Can I potentially outlive my money?
Am I being unnecessarily clawed back by OAS?

Investment Counsel

Am I invested too conservatively?
Am I too heavily invested in an RRSP?
Is my income stream tax efficient?

Estate Planning

Charities & Foundations

An important process that requires patience, diligence, and counsel that respects the intended wishes.

How can we establish a registered charity to meet our philanthropic goals?
How can we consistently meet our giving obligations?
How can my charitable giving come full circle with other aspects of my financial picture?