Established Family

You are more experienced now, your bank account is larger, and it is easier to think further ahead. Paying next month’s bills is not as stressful as it used to be. However, while paying the mortgage might not keep you up at night, planning for the next few years might cause some tossing and turning.

How will you pay for your son’s private high school? Your daughter’s violin lessons are getting expensive too. What about your aging mother who may need to move in with you? And your spouse just told you they might lose their job.

At this stage in life, you may feel crunched between the responsibility of taking care of your children and your aging parents.

You are not alone.

A financial advisor can help you prioritize your goals and create a path for you to achieve them. As your financial position becomes more advanced, more possibilities open up – some you may have never even considered. Whether it is refinancing your mortgage, consolidating consumer debt, adjusting your retirement plan, or tax planning, an advisor can be there for you to make sure you are maximizing your potential.

When you feel like you are cornered, it can be difficult to think objectively. A financial advisor is someone who is on your side, someone who knows what options are available and can think of creative solutions to problems you may have thought were unsolvable. An advisor can help you live the life you want to live.

Services we offer:

Financial Plan

Many people will offer you advice on which investments to buy. But there's more to your financial life than your RRSP. Estate taxes, income taxes and education funds for your children are just some of the other...

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Estate Plan

Many people assume that estate planning is only for the wealthy. So, it must come as a shock to the families of all the Canadians who die every year without a will when the province takes control of the estate to....

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Tax Planning

Taxes are a fact of life. They affect every Canadian in most aspects of their lives. Whether it's earning an income, making a purchase, owning real property, investing, running a business, or...

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Retirement Planning

For most Canadians, retirement is a major financial goal that requires considerable financial commitment. 49% of Canadians hope to retire before the age of 60.* Whether you have already established a...

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Plans we offer:

Mutual Fund

Today there are over 16,000 mutual funds available across Canada. In order to assist our clients with creating quality portfolios, we use sophisticated database software to select only those mutual funds that...

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TFSA

A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account are not deductible for...

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RRSP

A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner can establish and contribute into until...

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RESP

Registered Education Savings Plans are registered education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The student usually pays little or no tax on...

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Other Services

What are the benefits of working with a Financial Planner?

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Without barely a moment’s thought, you would protect your family from an immediate threat. But would...

Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on...

What our clients are saying...

  • We valued receiving a detailed report and explanation of our finances. When working with a financial planner, we expect to have our questions answered with adequate detail and to have a plan developed to help grow our money. Our expectations were clearly met and we would be happy to recommend Anthony to anyone looking for a Financial Plan.

  • We valued the fact that you sat down with us, heard what we wanted to say, asked for clarification and offered suggestions, and then came up with a detailed and well-reasoned plan in a short period of time and communicated that back to us so that we knew what we needed to do moving forward. Thanks!

    Our expectations for a financial planner are several fold: (1) Does the planner communicate well, in that they both listen but also offer suggestions and ideas in a clear easy-to-understand way, (2) Are they able to meet their client at the same energy/level and meet their specific needs? In our case we needed a tax minimization strategy within a short turn around time. (3) Did the planner actually do their job, in that were they able to provide ideas and suggestions that helped address the client's asks?

    We came to see you because we realised that we hadn't looked at how to minimize the taxes related to my Father’s estate planning and my mother’s future financial planning, and you were able to tell us things that we didn't know about, and offered us solutions that helped us with our future financial planning.

    You definitely met our expectations! In some ways, you actually exceeded our expectations. We were hoping that you could respond quickly, and you came up with a detailed and well-reasoned plan faster than we expected!

    Our only area of improvement we could think of was, given that the plan was very detailed, if we had an explicitly spelled out action plan with a timeline for completion.

    We are very happy and would definitely recommend you to our family and friends and in fact have already done so!

  • Anthony made the process very clear and explained each step along the way. He was very honest and straight forward. My expectation from a financial planner is that they are honest and transparent. Anthony definitely met my expectations and I would be happy to recommend him to my family and friends.

  • When working with a financial planner our expectations are to maximize our investments and have a solid plan for retirement. We now have a greater awareness of our current portfolio and options to best protect our estate. We were provided with good information to use in order to make better investment and estate planning decisions. We would gladly recommend Anthony to our family and friends.

  • We value the personal service and detailed explanations we receive from Anthony on an ongoing basis. We feel comfortable recommending Anthony to our family and friends as he is someone who we can trust and has our best interests in mind. He has been great at helping us work towards a comfortable and manageable retirement.

  • The financial planning process we went through was clearly outlined and explained to me. I wanted to have a better understanding of my financial position and to know whether I could retire early or not.

    I am happy to recommend Anthony to my family and friends.