Our Services

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Personal Planning

• Cash-flow and budgeting planning
• Debt reduction strategies
• Home buying planning
• Insurance review (life, critical illness, disability)
• Retirement planning (RRSP, pension, gov’t benefits)

• Life Planning (Wedding, RESPs, Mortgages, Savings)

• Goals-Based Investment Guidance

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Estate Planning Consulting

• Estate analysis
• Will review
• Power of Attorney review
• Estate planning strategy
• Intergenerational wealth transfer
• Asset planning
• Tax efficiency solutions
• Legacy planning  

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Business Consulting

• Start-up consulting
• Business structure and incorporation strategies
• Business overhead analysis
• Shareholders agreement/buyout review
• Group benefits implementation
• Buy sell/key person insurance
• Capital dividend withdrawal strategy
• Philantropy and corporate giving  

Start your financial journey with Rise Above Finance.