Solutions Category: to do it all.

Save on your investments with efficient tax planning.

You may have a keen eye for the stock market or a nose for the best investments, but it’s all for naught if you don’t plan correctly to save tax. Invest personally in a TFSA or RRSP, or through corporate strategies? We can help you answer these questions and more, and in doing so, we’ve found that our client’s tax savings are often more significant than returns on even the best investments.

Make informed decisions with advice you can trust.

We know that running a business, planning for the future, and making decisions can involve a lot of moving pieces. We connect you with the right professionals and top experts to give you all the information and advice you need to make informed decisions. It’s a holistic, comprehensive, and collaborative approach to help you achieve your financial goals.

Bring clarity to contingency planning.

When you own a business, there are a million and one different situations you need to plan for. We don’t just help you with a Plan B; we’ll help you from Plan A all the way through to Plan Z. With The Advisor Guide, you get a comprehensive strategy to mitigate all aspects of risk.

There are more ways to give back than just donations.

Donating your time and effort can be a great way to give back to your community and pay forward the advice and help you received throughout your career. We serve as a sounding board for advice and guidance on various mentoring and volunteering opportunities. There are many ways to give back!

Earn more than good karma.

Whether it’s gifting shares of your company to a charity or donating a lump sum from a policy to secure tax relief on an estate, there are options available to someone looking for an opportunity to do some good and get something back in return.

Practice thoughtful giving.

Giving to a good cause is undoubtedly a noble undertaking for any family. What you might not know is that it’s also beneficial to you. As Canadians, we benefit from one of the most generous tax regimes for charitable giving worldwide. Understand the options, trade-offs, and benefits of various philanthropic arrangements, including creating a Charitable Foundation and how they impact your unique situation.

Plan for the next iteration of your business.

Over 80% of businesses don’t make it to the hands of the second generation, and of those, only 3% survive for the third. That’s why we consider a thorough plan of business succession vital for any business owner. We’ll help you get a plan in place, analyze critical people, and create a comprehensive strategy to ensure your business benefits from your lifetime of hard work.

Plan for the worst so you can live your best.

We begin by listening. Our planned and consultative approach ensures that we first understand your situation before analyzing how different insurance solutions fit your overall outlook. This way, you get personalized advice strictly based on your needs and wants and what’s most important to your business and family.

Invest your money where it matters.

Investment goals can take multiple trajectories depending on age, income, and lifestyle, but they don’t have to remain as moving targets. With sound planning that takes contingencies and roadblocks into account, our investment planners ensure you’ve got more than an umbrella saved up for the rainy day. Whether you start big or start small, it’s essential to start now.