Financial Planning

Our financial planning division is run by one of the largest investment and planning experts in Canada.

Our team of dedicated, service-oriented and experienced staff will help create a custom plan based on your specific needs and goals.


Our approach is to:

Design plans that create the most tax efficiency. By focusing on tax efficiencies, we can take advantage of each investment class' tax treatment and relieve the pressure related to the amount of capital and return required to achieve your particular goal.

We believe:

All plans should begin with a foundation based on insuring that one is first looked after in the event of death, disability and retirement using a safe and conservative approach. This can allow one to become even wealthier knowing that the foundation is solid and safe.