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We want to be your Wealth Partners

As Financial Advisors we work closely with our clients, by learning what's important to them and their families, and then working together to build a financial plan to assist in getting them there.   

With over 20+ years of experience working with individuals, families and corporations across the country, we care about our clients and their financial futures just as much as they do.  We offer an unbiased approach to all of the important financial decisions that impact them at every stage of their lives.  

Navigating the world of finance with an independant Financial Advisor offers you peace of mind whether you're dealing with your retirement planning, your pension benefit options, various investment opportunities or simply planning for your child's educational funding. 

Let us work with you as your Wealth Partner!

2018 Handy info

NEW TFSA contribution room for 2018 = $5,500  for a total personal room of $57,500
NEW RSP contribution limit 18% of your 2017 earned income up to a max of $26,230

Income Tax deadline  April 30, 2018 (individuals)  or  June 15, 2018 (self-employed persons)

RESP contribution limit $50,000 lifetime limit  Government Grants up to 20% grant on $2,500 contribution
RDSP contribution limit $200,000 lifetime limit up to age of 59

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