Personal Financial Planning

Personal Financial Planning

When it’s all said and done, you want to be able to say I have achieved my financial goals.  To be able to say that you must first set goals. However, as things are, most business owners do not have the time or the opportunity to set goals never mind having a plan to achieve them. Personal Financial Planning, as the name suggests, is about setting goals and planning to achieve them over time.  Regardless of what the goals are they can be set at any time.  Whether you’re enjoying your 20’s or 50’s, we at offer unbiased, personal financial planning services. As a personal financial advisor, we’ll assess your financial position and develop a unique financial strategy that fits with your goals and lifestyle. With a combination of savings plans and tax strategies, we’ll get you on your way, even if you have debts. It’s never too late to start! Contact us today and learn how we can help you plan to acheive your financial goals.

Tax Deferred Savings Strategies – you have heard the savings acronyms being advertised by the banks: TFSA’s, RRSP’s and RESP’s. As a personal financial advisor, we’ll give you an unbiased opinion if any of these tax advantageous financial products suits your particular situation and if so what resources you should allocate to them, if any at all.  .

Long-Term Investment Strategies – there is virtually unlimited number of products you can invest in. However, there are only a handful of them that may fit your particular investment goals.  At, we will work with you to find the best long-term investment strategies across Real Estate, Business Investments, Stocks, Bonds, Treasury Bill, and other financial products. 

Trust and Estate Planning – Trust and Estate Planning involves the process of organizing your assets for transference to your family or beneficiaries. We will assist you with all aspects of estate planning including Will planning, tax planning and determining whether or not you will benefit from setting up a family trust.

 At we do not work for or with any of the financial institutions and do not recommend a particular financial product, but rather we will determine a basket of asset classes suitable to your situation. 

Our Personal Financial Planning Services Include:

  • Retirement planning
  • Estate & trust tax planning, compliance, and administration
  • Investment Planning
  • Insurance planning
  • Tax planning and compliance
  • Will reviews