GTA

 

Since 1995, we bring years of experience to provide you with sound, reliable financial advice to help you achieve financial independence & peace of mind.

A dream without a plan will always be just that: a dream.

Our focus is to build a plan to achieve your dreams by sharing our knowledge and expertise on investments, tax, estate, education, and retirement planning. We bring a variety of products, services, and advice to the table while keeping the emphasis on your long-term goals.

One of the things we are most proud of is providing you with the confidence that comes from knowing that your plan is taking shape and the peace of mind that comes from knowing your dreams will be achieved.

It starts with your dream, we build the plan and together, celebrate the achievement.

Better Business Bureau Accredited Business - IPC Royal Oak


Advocis®, The Institute for Advanced Financial Education


Financial planning, Canada

 

 

 

Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engage Relationships

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

VOA-0

0

No Advice

VOA-1

4 - 6

Years of advice

VOA-2

7 - 14

Years of advice

VOA-2

15 +

Years of advice

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E-BOOKHuman Dimension of Advice
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.
Our Team

25 Years of Experience

Senior Financial Advisor

Midori Hillis, BA, CFP®

Client Services Manager

Jennifer Huizinga

Take Control of your Retirement Income

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Insights

For advice that makes a difference

25 January, 2023

Money Facts 2023

Important Facts You'll Want to Know Tax rates, RRSP and TFSA contribution limits and CPP benefit amounts change every year. Learn about...

17 January, 2023

Money Dates 2023

Here is a summary of all the important dates in 2023 to diarize in your annual financial planning calendar. This guide will help you...

14 December, 2022

Our Year In Review and Investment Outlook for 2023

The holiday season marks the point in the calendar where I start to think about my "what to expect next year" piece. It is a time for...

 
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