Business Hours
Monday 08:30AM - 04:00PM
Tuesday 08:30AM - 04:00PM
Wednesday 08:30AM - 04:00PM
Thursday 08:30AM - 04:00PM
Friday 08:30AM - 04:00PM
Services
Tax deferral strategies, Charitable trust setup, health insurance, Wealth preservation strategies, critical illness insurance, Trust planning, Private banking services, Emergency fund planning, Philanthropic financial advising, Education fund management, financial planning, wealth management, Real estate investment planning, ESG investing, RRIF conversion strategies, Family office management, Tax-efficient withdrawal strategies, Stock options planning, High-net-worth wealth strategies, Long-term care insurance consulting, Debt reduction, Financial literacy workshops, Tax audit support services, retirement income, Social Security optimization, Tax-loss harvesting, Divorce financial planning, GICs, Small business financial planning, disability insurance, Mortgage and loan analysis, Retirement lifestyle planning, ESOP planning (Employee Stock Ownership Plans), Cash flow analysis, College savings plans, Equity compensation planning, Estate tax mitigation planning, Credit score improvement planning, Pension plan advice, investment planning, Extended Medical planning, legacy planning, life insurance, Succession planning for businesses, Pension analysis, Charitable giving planning, retirement planning, financial management, Income tax optimization, RRSP to RRIF, investment management, Annuity evaluations