Services

Financial Planning

GRADUATE UNIVERSITY - FIRST JOB-FIRST HOME - MARRIAGE - CHANGE CAREERS - SECOND CHILD -DIVORCE -

START A BUSINESS - SECOND MARRIAGE - KIDS GO TO COLLEGE - SELL BUSINESS - BUY A SECOND HOME -

PURCHASE A RENTAL PROPERTY- RETIRE - GET HURT OR INJURED - DEATH OF SPOUSE

“Financial Planning” is a dynamic process that needs to evolve and adapt to how we live our lives. A static plan is outdated the moment it is presented. Instead of creating plan that will sit on a shelf somewhere collecting dust; we aim to partner with people to create a living, breathing document that will allow for consistent outcomes that align with your goals and values.

In addition to providing financial planning to the individual or family, we also provide support and guidance to Group Retirement members.

This would include:

• Group seminars

• Individual reviews

• Support and guidance around account options and selection

• New enrolments

• terminating employees