Our Services

Corporate Planning

Advanced Tax Strategies
Corporate Structure
Transition Planning
Review Buy/Sell Agreement

Tax Specialization

Incorporated Professionals
Individual Pension Plans
Personal Retirement Accounts
Immediate Financing Arrangements

Wealth Management

Accumulation Planning
Investment Management
Retirement Planning
Divorce & Separation Planning

Risk Management

Disability and Critical Illness Protection
Life Insurance Analysis
Annuities and Segregated Funds
Group Benefits Review

Estate Planning

Tax Reduction Strategies
Wills and Power of Attorney
Wealth Transfer Planning


Charitable Giving Strategies
Legacy Planning
Donating Securities & Life Insurance Policies
Tax Benefit Assessments

Preferred Client Services

Designated Service Specialist & Same Day Response Times
Comprehensive Annual Tax Packages
Preferred Cost Structure for Families
Custom Portfolio Reports