top of page

Our Services

Personal Planning

  • Cash-flow and budgeting

  • Debt reduction strategies

  • Home buying

  • Insurance Review (Life, Critical Illness, Disability)

  • Retirement (RRSP, pension, government benefits)

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

  • Goal-Based Investment Guidance

tierra-mallorca-rgJ1J8SDEAY-unsplash.jpg

Estate Planning

  • Estate analysis

  • Will review

  • Power of Attorney review

  • Estate planning

  • Intergenerational wealth transfer

  • Asset planning

  • Tax efficiencies solutions

  • Legacy planning

dylan-gillis-KdeqA3aTnBY-unsplash.jpg

Business Consulting

  • Start-up consultations

  • Business structuring & incorporation strategies

  • Business overhead analysis

  • Shareholder agreement/buyout review

  • Group benefits implementation

  • Buy-Sell/Key person insurance

  • Capital dividend withdrawal strategy

  • Philanthropy and corporate giving

2bg.jpg

Start your financial journey with Rise Above Finance

Get a free 30 minute consultation with us, and discover your path towards lasting financial wellbeing.

bottom of page