From budgeting to saving, investing to insurance, we’re glad to help you out!
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Budgeting Assistance
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Create and manage a budget that suits your lifestyle.
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Debt Payment Strategies
Manage your debt effectively.
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Tax Preparation
Optimize your taxes for maximum savings.
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Banking Advice
Solve all your banking needs.
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Homeownership Planning
Strategize for purchasing your first home, including opening FHSA and RRSP accounts.
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Post-Secondary Planning
Save for your children’s education.
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Retirement Planning
Ensure you are on track for a comfortable retirement.
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Emergency Fund Setup
Build up your safety net for cash in a time of need.
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Tax-Free Savings Account (TFSA)
Save on the taxes, and open your TFSA today.
GET STARTEDRegistered Retirement Savings Plan (RRSP)
Start your RRSP and save for your dream retirement.
GET STARTEDFirst Home Savings Account (FHSA)
Want to own property? Meet with us and open your FHSA!
GET STARTEDRegistered Education Savings Plan (RESP)
Invest in your children’s education by starting a RESP.
GET STARTEDRegistered Disability Savings Plan (RDSP)
As a Canadian with a disability, save for your future with the RDSP.
GET STARTEDWith all accounts, we help select your investments and monitor their growth.
We guarantee you get the high-quality service you deserve.
Life Insurance
Protect you and your loved ones with Life Insurance.
GET STARTEDCritical Illness Insurance
Take care of your family in the case of a serious diagnosis.
Health Insurance
Unlock access to extended healthcare options.
GET STARTEDDisability Insurance
Preserve your income in the case of disability.
"Reliable and trustworthy. Curtis was really patient with my questions, which I really appreciated since I knew nothing about investments, TFSAs, and life insurances. Tara also made presentations that were informative and at the same time easy to follow for our meetings. They really considered my financials (income and expenses) and worked out a plan for me to achieve my goals (without having to sacrifice my “wants”)."
- Client, Karissa L.
"Reliable and trustworthy. Curtis was really patient with my questions, which I really appreciated since I knew nothing about investments, TFSAs, and life insurances. Tara also made presentations that were informative and at the same time easy to follow for our meetings. They really considered my financials (income and expenses) and worked out a plan for me to achieve my goals (without having to sacrifice my “wants”)."
- Client, Karissa L.
We start with a comprehensive financial overview. Here, we get to know your situation by reviewing your earnings, expenses, and future goals.
From your financial overview, we create a personalized financial plan just for you. Whether you want to manage debt, own a home, or save for retirement, your plan is a key roadmap for your financial well-being.
When your plan is in place, we step into an ongoing client-advisor relationship. We manage your assets, monitor your progress, and check-in with you routinely so that you can stay on track.
Ready to get started?
Meet with an advisor today.
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Yes, of course! We assist clients with creating and managing a budget that suits their lifestyle and financial goals. Download our free budgeting resource, and meet with us for further help.
We can open and manage all investment accounts in Canada. This includes:
Your personalized plan is a comprehensive aid to help you reach your specific goals. It includes our recommendations about budgeting, saving, paying-off debt, insurance, and investing for the short-, medium-, and long-term.
All our planning is 100% free! We feel everyone should have access our recommendations. If you’d like to open investment accounts or insurance policies, we can discuss any costs, ensuring that you keep as much in your pocket as possible.
When your plan is in place, we act as your financial advisor by managing your investments and insurances for you. We also meet with you multiple times per year to ensure that you stay on track and can adjust your plan as needed.
Still can't find what you're looking for? Don't hesitate to contact us.
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