What does the future look like?

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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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MEET OUR TEAM


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

money

27 April, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.

rrif

23 April, 2020

Lower 2020 RRIF Withdrawals Give New Flexibility to Retirees

As part of its Economic Response Plan to the COVID-19 crisis, the federal government lowered the required minimum withdrawals from Registered Retirement Income Funds

covid-19

27 March, 2020

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Che

Life

20 March, 2020

Life, Interrupted

The idea that we’ve collectively been thrown a personal financial curveball is an understatement. 

 

Market Monitor

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