What we do

Get answers to all your financial questions from
our dedicated  team of specialists.

Many other services for life's biggest challenge

We help our clients through many important life transitions that require strategic investment decisions such as death of a loved one, divorce and retirement planning.

Simplifying your life

We will work with you one-on-one to establish a realistic strategy for creating your own ideal life by guiding you through a comprehensive 6-step process to understand your specific needs and establish your investment strategy. Once your plan is in place, we take care of everything so you can feel assured and confident about your future.


How Can We Help?

First and foremost, we are here for any questions or concerns you may have during these uncertain times. Below you will find a few documents that may help guide you in the right direction.


You probably have a good idea of what you want to do once you’re there: renovate the family home, travel the world, purchase a vacation property but many questions loom. 

Losing a spouse- whether through death or divorce can be one of the most traumatic events you may face in your life. The possible rush of intense emotions surrounding these events can be the beginning of a long painful transition time.

ust as no two investors are exactly alike, no two families are alike. What many families do have in common, though, is the need to plan for unique circumstances.

Whether you need to assist a child with post-secondary education or care for an aging love done, we will help you navigate the planning nuances and identify the appropriate solution – without sacrificing your own financial goals and future.

Nobody wants to think about their own demise, but it is something we should all plan for.

Having a succession plan and an updated will can save your beneficiaries a lot of trouble and ensure your wishes are met.

SRI or Responsible Investing, empowers individual investors to make a difference by basing their investment decision on how and where companies operate.

Women, Wisdom & Wealth

Responsible You

Downsizing Made Easy

Don't be a Bag Lady


Contact us

Our team members are there for you. Contact us directly at