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Clients workinf with a financial advisor

BUSINESS OWNERS

Business owners face a broader range of decisions. We assists clients with asset location, investment planning, compensation strategies, real estate considerations, corporate structuring, and liability or risk management.​​​​​​​​​​

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Fees range from $4,450 + HST and up

*depending on scope and complexity

Family looking for a Financial Plan

FINANCIAL
PLAN

We can help you achieve clarity on every financial aspect of your life and guide you in making sound financial decisions. This often helps our clients navigate life’s many transitions

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​Fees range from $3,450 + HST and up

*depending on scope and complexity

RETIREMENT
PLANNING

Determining how much you need for retirement, when and how to start saving, and how inflation, interest rates and other variables may affect your retirement.

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​Fees range from $3,450 + HST and up

*depending on scope and complexity

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