• 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

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

• 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