your Wealth Partners...
Together we are stronger...
We have always surrounded ourselves with a strong team. You will not meet a more eager group of professionals who will always do what is in the best interests of their clients. This is our 'work family'!
Who Are We?
We have been working with small business owners and families like yours from the greater Toronto area for over 20 years - successfully helping them accumulate and manage their wealth. We have built up our practice over the years through our involvement in our communities and through various financial planning seminars conducted at our local school boards. We are also very humbled when our clients choose to refer and share us with their families and friends.
How do we do this?
We work closely with our clients to ensure they can reach their financial goals. The initial consultation process proves vital to being able to understand what's important to each individual so that together we can create and manage a Financial Plan that is achievable. Ongoing reviews also play an important part in ensuring our clients stay engaged and in control of their financial futures.
Why do we do it?
Our clients need us, that's why! We help small business owners and clients strategize and get them through all of life's financial milestones. Whether it's selling a business, planning for retirement, saving for a child's education, or finding ways to protect your assets - we will become your family's primary advisors, becoming your go-to for advice on any financial decisions facing your family or businesses.