What to Expect

We specialize in tailoring a personalized plan to provide you with the peace of mind that comes with knowing that you are on track to achieve your financial goals. We take complexity out of financial planning and present easy to understand solutions.  Your plan will be reviewed with you regularly to reflect changes in your life. You deserve the value of a personal and lasting relationship.

How do I get started? 

The planning process begins with you in mind. The first step is meeting with you to discuss your goals and objectives.

What do I bring?

In order to have a comprehensive understanding of your financial situation, we request the following documents:

• CRA Notice of Assessment / Tax Returns

• Mortgage and Debt Statements

• Investment Statements

• Pension Statements

• Insurance Policies and Applicable Statements

• Current Bank Statements

Using this information we can create your financial plan using industry leading technology, in accordance with the most current tax rules, and the intuition that comes from 25 years of Financial Planning experience. The written plan provides potential strategies and recommendations based on different scenarios and projections.

NEXT STEPS

Your financial plan will be presented to you in a simple and easy to understand manner.

The next step is committing to the implementation of your personalized plan. Finally, we will conduct regular meetings to monitor and review your plan to ensure that you are on track.