Our services

Different by Design

Simplifying your life

An effective family wealth plan involves looking at your personal priorites and tailoring a unique strategy designed to meet your lifestyle objectives. We give you peace of mind with our comprehensive financial planning platform, personalized solutions and exceptional service.

An integrated plan is key


Our holistic planning approach involves seven pillars. Although each pillar stands as a single entity, they must work together to effectively support the core structure - your family.  


Our wide range of services allows us to tailor our recommendations to each profile and work together to find the best solution for you.

Am I OK?

A well constructed portfolio provides peace of mind.

  • What is the most effective methond to turn your investments into income?
  • What investment products best suit your investment goals?
  • What is the best type of account to use to invest your savings?
  • Are you overwhelmed by investment choices to the point of  paralysis?

Plays a valuable role in protecting, growing, and transferring your wealth.

  • In the event of a long term disability, critical illness, or death, what are the income needs for your family, farm, or business?
  • Can insurance be used to provide flexability in your long term strategic plan?
  • Do you require liquidity in your estate plan?
  • Is preserving your estate value important to you?

While taxes are one of lifes certianties, do you really want to pay more than you should?

  • Are you utilizing your registered investment accounts (RESP, RRSP, TFSA, RDSP, IPP, etc.)?
  • Can you maximize your families inter-generational tax-free capacity?
  • How do you recieve income tax efficiently?
  • If you hold U.S. situs assets do you have a potential U.S. estate tax issue?
  • Do you own shares in a private corporation which may have tax implications in your estate? 

A look at where you are at today and a plan to get you where you want to go.

  • How do I draw down my assets to provide the most efficient retirement cash flow?
  • Is most of your net worth tied up in your farm, or business?
  • How do you unwind your business structure as your transition into retirement?
  • In the event of death, what tax liabilities arise?
  • Does your business have a unanimous shareholder agreement (USA) and is it funded?

"Legacy. What is Legacy? It's planting seeds in a garden you never get to see." - Lin-Manuel Miranda

  • Do you have a current will? A power of attorney? A personal directive?
  • Is anyone financially dependant on you now? Do you think someone may be in the future?
  • Have you developed an estate plan that clearly indicates how ownership of your business will be distributed amoung the next generation? 
  • If any, what arrangements have you made to provide estate equalization to different members of the family?

Ensure maximum benefit to the charity, while recieving significant tax and estate benefits:

  • Do you own assets that carry significant sentimental value?
  • Are there people, charities, or causes that are important to you?
  • Should you fulfill your philanthropic desires while you are alive?
  • Have you considered the most effective way to accomplish your gifting? Does it include the gift of life insurance, real estate, securities or other?
  • What are the tax benefits of gifting to a charity and are you maximizing this?

"Invest in a round room and you will never be backed into a corner" - Iain MacDougall 

  • Are you using credit strategically in person, farm or business portfolio?
  • Do you have a plan to deal with short-term opportunities, or challanges
  • If you are buying a business, how will you purchase the business and continue investing and operating the company?
  • If you are selling a business, do the payment terms align with family goals?

Our Investment Approach

Invested in Our Strategies - Alongside Our Clients

Our portfolio is your portfolio.

We are committed to our process and have a long-established culture of investing alongside our clients to ensure that our financial interests are aligned.

Contact us

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