Who Are We?
We have been working in the financial services business for over 25 years. Our expertise is with small business owners and their families like yours. We have successfully helped businesses and families like yours to understand the importance of income tax planning, life insurance as a tool for income and asset protection, mortgages that are beneficial to your personal financial goals and investments that generate generational wealth.
How do we do this?
We work closely with our clients to make sure they reach their financial goals and objectives. We start with your income tax return as we need to see the money. From your income tax return, we are able determine which solutions we can use to protect and grow your money. The initial consultation allows us to understand what’s important to you and your family. We offer solutions such as: debt restructuring that will allow you to save thousands of dollars in interest payments, affordable mortgages that will allows you to pay off your debt sooner, insurance products for business and family members that protect assets, income and health and investment products that guard against inflation and provide generational wealth. We put together a comprehensive financial plan that is manageable and affordable to help you achieve your financial goals and objectives. Finally we provide ongoing monitoring and review of your financials; this allows you to play an important part and control of your financial futures.
Why do we do it?
Everyone needs help and we are here to help. We help small business owners and their families effortlessly get through financial milestones in their lives. These milestones may include starting a business, purchasing a home, protecting their hard earned money and assets, planning for retirement, saving for a child’s education and when it is all said and done to live and enjoy your life. We are your family’s only financial advisors, your one stop centre for expert advice on any financial decisions facing your business or family.