BUILDING YOUR WEALTH PLAN

On your mark…

We get a full picture of your starting point and your destination. Perhaps you are working towards your dream home, a secure retirement, a cottage in Muskoka, being your own boss, or a more specific dream that’s all yours.

get set…

Together, we’ll craft an integrated plan that will outline your journey to success.  By evaluating your tax, legal, investment, debt and insurance positions we’ll ensure your plan is well funded and viable. 

go!

We’ll help you stay on track by regularly reviewing your plan with you to make sure it stays relevant. Life happens, causing us to adjust to a new normal.  We’ve helped people through career transitions, the odd divorce, and the passing of loved ones. 

Our six-step wealth planning process

STEP 1

Understanding what is truly important to you

STEP 2

Clarifying your needs and your priorities

STEP 3

Setting your short- and long-term goals

STEP 4

Building your personal and holistic wealth plan

STEP 5

Implementing your plan and driving it forward

STEP 6

Monitoring your plan’s progress against goals

adminBuilding your wealth plan