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.


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.


Case Studies

Jane's Story – a major life event case study

Kelsey's Story – a major life event case study


Articles

Using an RRSP for a
home or an education

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Good Debt vs Bad Debt

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Jane Smith J.P. Collins Gillian Smith

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