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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, service, 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

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

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Andrea Somers

Administrative Assistant

Jennifer Huizinga

Client Services Manager

Take Control of your Retirement Income

What should you be thinking about when planning your retirement strategy?
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The Infographic on Retirement Income

The financial landscape is changing. Now more than ever, Canadians need expert advice.
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SPOTTED IN THE NEWS

wealth

14 March, 2019

Wealth Transfer

Wealth Transfer 101: The biggest inter-generational wealth transfer in Canadian history is taking place right now. Read the e-book to learn more.

TFSA and RRSP

27 February, 2019

TFSA and RRSP 2019

Saving for the future involves using both RRSPs and TFSAs.

money

6 February, 2019

Money Dates 2019

Stay organized and on top of filing your tax returns. This infographic highlights important deadlines and benefit payment dates to add to your calendar.

rrsp

30 January, 2019

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room.

 

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