Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

Read More
Markets & Investing
On December 16, 2024, the Leader of the Government in Canada’s Ho...
Read
Tax Planning
Probate is an administrative process, involving an application to court, to prove the validity of a will and the executor’s power to act pursuant to that will.
Read
Retirement & Estate Planning
Markets Closing Out a Good Year Despite Uncertainties
Read
Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Read
Tax Planning
Watch our latest Client Insights webinar.
Watch Video
Life Events, Lifestyle & Technology
Striking the Right Balance.
Read
Markets & Investing
Watch our latest Client Insights webinar.
Watch Video
Markets & Investing
As we head into the home stretch of 2024, we seem to be in a good environment for equities.
Read
Markets & Investing
When it comes to charitable giving, when you donate can make a big difference to the amount of tax you save.
Read
Tax Planning
Many Canadians have already discovered the benefits of donating securities “in kind” to get a donation tax receipt for the fair market value of the gift and, at the same time, avoid capital gains tax.
Read
Tax Planning
When people make plans to support charitable causes, most focus on the amount of the gift — but how you donate matters, too.
Read
Tax Planning