Solutions Category: to do it all.

Ensure the financial legacy you leave your family is a blessing.

Estate planning and bracketing ensures that money gets to the next generation reasonably and efficiently. A house, a block of shares, cash, a business – it’s all taxed differently, and the result could be a lot more different than you envisioned. We’ll help you make sure your children remain prepared, are treated financially equal, and your legacy is one you can look back on with pride.

Help your family enjoy more through tax-efficient planning.

You work hard to provide for your family. Understanding the various tax-efficient vehicles and available options can help you put more wealth towards the people you care about the most. We help you find products and opportunities that ensure your family gets significant returns on the savings you’ve built for them.

Let your money continue to support your lifestyle

One of the keys to building wealth is generating income from many different sources. Passive income lets you make money with low effort. Not sure where to start? Looking to get more out of your current passive income streams? Whether you want to start small or improve your current strategies, let us help you figure out the best plan.

Across the board risk management.

How diversified are you? Does the amount of wealth tied up in your company pose a concentration risk? Could your income stream dry up if you faced hard times? We’ll help you answer the questions that keep you up at night and come up with a comprehensive strategy that’ll help you breathe a sigh of relief. The first step to stability is getting started.

Reach your goals while maintaining your lifestyle.

When you’re spending your wealth, which source of money do you tap into first? RRSP? Non-registered account? Matured life policy? There’s an order of consumption that we recommend that helps you save on tax and get the most out of your savings. We bring clarity and strategy to map out a plan that works for you in a sea of confusing options.

Save your hard-earned wealth through efficient tax planning.

You’ve worked hard for your money, and the last thing you want is to see it all evaporate because of poor tax planning. We ask the right questions. Are you investing in tax-efficient vehicles? Is your existing financial plan bringing you the most value? We can help you make a plan to maximize your savings and minimize your tax. All so you can enjoy the money that you’ve made.

Get the most value from your company.

Your company has wealth locked up in it. With some help, you won’t lose the opportunity to put these funds to good use. You shouldn’t have to sell your company or pay excessive amounts of taxes to get at the wealth you’ve worked so hard for. We’ll help you find the best available cash extraction strategies so you can access this wealth in the most tax-efficient way possible.