Individual Solutions - Planning & Investing

We are CERTIFIED FINANCIAL PLANNER® Professionals with over 25 years of experience. We work with you using a 6-step financial planning & investing process which allows us to identify your needs, recommend strategies and solutions, implement, monitor, and adjust your financial plan as needed – we foster long-term relationships and will be with you every step of the way.


Let us guide you through the often over-whelming arena of financial planning & investing.

Diverse Benefits - Planning & Investing - Finance Plan




•  Be able to fund our children’s education?
•  Be able to give our children a financial head start?
•  Have enough money to enjoy retirement?
•  Be able to afford a vacation/rental property?
•  Be able to take more risk with our portfolio?
•  Enjoy a better life now without sacrificing our future lifestyle?



•  I get seriously ill? How will this affect me financially?
•  I become disabled and can’t work?
•  Our elderly parents need care?
•  I live too long? Will I out live my retirement income?
•  I die prematurely? How will I take care of my family?



•  Life Insurance
•  Critical Illness Insurance
•  Disability Insurance
•  Long Term Care Insurance
•  Health and Dental Insurance
•  Travel Insurance
•  Health Spending Accounts (HSA)
•  Comprehensive, Integrated Financial Plans
•  Independent Financial Advice
•  Investment Products
•  RRSPs, TFSA, Pensions
•  Education Savings Plans (RESP)
•  Group Solutions

Diverse Benefits - Planning & Investing - Finance Plan 2

"Financial planning is a process that determines how you can best meet your life goals through the proper management of your financial affairs".

(Financial Planning Standards Council)