Life is full of changes.

We’ve seen them all. When faced with a significant life event we’re probably not the first people you think of, but we shouldn’t be the last either. You’re faced with a new situation and you likely have lots of questions. We have the answers to the questions on your mind and even the ones you haven’t thought about yet – that’s our job. We can take care of the financial impacts so you can focus on the things that matter most. From a job change or retirement, to a death in the family, our advisors have seen it all and it’s this experience that you can trust.

Take a proactive approach

The majority of significant life events are predictable, although the timing is not often known. From pension exits, severance, and Will & Estate planning, a little foresight will go a long way. Our complete planning approach ensures we take a proactive approach for our clients.

Saving for your first home

Purchasing a property is one of the biggest financial decisions many Canadians will make in their lifetime. There are several programs to help make that dream more accessible, but it’s important to understand how and when to use them.

Saving for education

Children are the future, and you may want to save for their future as well. RESPs are a great way to save for your child’s education, but an In Trust Account can be an excellent supplement which offers more flexibility.

How a divorce impacts your pension

Divorce after 50 presents unique challenges for retirement planning, especially when pension plans are involved. Pension division can be complex, so seek advice from professionals to ensure a fair and accurate asset evaluation.