What we do
Sometimes there is more than one good route to a destination. Our approach identifies your current situation and clearly maps out the path to your goal, with special emphasis placed on protecting you from risk and guaranteeing you results. Life is a journey, and your plan needs to be flexible enough to adapt to the road conditions.
Our senior advisors are pioneers in the area of “financial planning” and have been implementing successful plans long before the term became popular. We follow Best Practices which are dictated by integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Then we continue with all the moving parts relating to risk, assets, liabilities, financial allocation, tax, retirement, intergenerational wealth transfer and estate goals. We also offer help with will planning, power of attorneys, personal directives, trusts, shareholder’s agreements, corporate structure and freezing your estate, to mention a few.
It is rare that business planning is independent of the financial planning that is done for families that are involved in owning and/or operating the business. When done properly, all objectives are met. Our main areas of focus when planning for a business and business owners are risk, minimizing tax and employee retention.
Since 1987 we have been helping individuals and companies remove the financial risk of a critical illness, disability or death. We are brokers for Canada’s largest and most stable life insurance companies. Since our beginning, we have believed and found to be true, that no one company has the best product for every person or company. So, we search our extensive database each and every time that we recommend a product to a client. This ensures that we recommend the best product that we have on that day for our client.
A great corporate strategy combines six elements: a bold yet realistic ambition
Creating Security, One Life at a Time
COLLECT ADDITIONAL PERSONAL AND/OR FINANCIAL INFORMATION RELATING TO THE ENGAGEMENT
FURTHER ANALYSIS OF CLIENT’S SITUATION TO ACCOUNT FOR ANY NEW INFORMATION
IDENTIFY AND EVALUATE THE FINANCIAL STRATEGIES AND PREPARE THE PLAN
DISCUSS IMPLEMENTATION ACTIONS, RESPONSIBILITIES, AND TIME FRAMES
AGREE ON SCHEDULE FOR REVIEW OF THE FINANCIAL PLAN UTILIZING THE FINANCIAL MINUTE BOOK
Progress For Your Better Future
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