Services

Your child's education

First you were putting on their diapers. Then you walked them to their kindergarten classroom. You helped them with their math homework. You listened to their loud music through the walls. Are you ready for what comes next?

Post-secondary education tuition can cost over $6,000 per year.¹ If you have multiple children, you are looking at a lot of money if you are planning on helping them out. How can you make this process easier?

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Single

Running a single-person household has a unique set of challenges. Not only is there the emotional pain of separation, a new host of financial problems can arise.

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Income Tax Planning

Completing a personal income tax return is one of those things on your list that is easy to put off, like a car with an oil leak. Instead of taking it to the mechanic, you might just add oil to it. “It’s a slow leak,” you tell yourself. Well before you know it, there is a huge puddle of oil on your driveway, and you can’t even go to work. Taxes are just like that.

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Financial Planning

Many people will offer you advice on which investments to buy. But there's more to your financial life than your RRSP. Estate taxes, income taxes and education funds for your children are just some of the other complex aspects of your total financial picture.

You need a Certified Financial Planner to help you develop an effective financial plan.

Personal financial planning focuses on you as an individual – bringing together all the financial and psychological factors that have an impact on your life.