- Family Financial Planning
- Investment & Tax-Efficient Strategies
- Registered Accounts (TFSA, RRSP, RESP)
- Insurance & Risk Protection
- Education Savings Planning
Family Financial Planning
Holistic financial planning designed around your family’s life stages — from career growth and home ownership to raising children and long-term security. We focus on clarity, structure, and sustainable decision-making.
Investment & Tax-Efficient Strategies
Long-term investment strategies designed with risk management and tax efficiency in mind. The focus is on disciplined planning rather than short-term market speculation.
Registered Accounts (TFSA, RRSP, RESP, FHSA)
Guidance on how to structure and optimize registered accounts to align with your goals — whether it’s retirement planning, tax efficiency, or education funding for children.
Insurance & Risk Protection
Strategic insurance planning to protect income, family, and assets. Coverage is tailored to your needs, helping you prepare for uncertainty while avoiding unnecessary complexity.
Education Savings Planning
Planning for a child’s education is not just about choosing an RESP — it’s about balancing education goals with your family’s broader financial priorities.