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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

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Retirement & Estate

  • Retirement income & withdrawal planning

  • Estate analysis

  • Will & Power of Attorney review

  • Intergenerational wealth transfer

  • Asset planning

  • Real estate analysis & strategy

  • Tax efficiencies solutions

  • Legacy planning

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Business Consulting

  • 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

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Start your financial journey with Rise Above Finance

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

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