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...

  • When working with a financial planner, my expectation is to work with someone who is responsive to changes and who can devise a path forward as we age for the benefit of ourselves and our children. I valued the depth of detail and explanation along with the disclosure of all the variables at play. I would certainly recommend Anthony to my family and friends!

  • I was looking for a financial planner who could provide clarity and show me the best possible way to structure and plan for my retirement. Anthony’s expertise was clearly evident. He is professional, punctual, and answered all my questions and concerns. I would definitely recommend Anthony to my family and friends.

  • We expect a Financial planner to be thorough, detailed and have a strong understanding of their clients' needs. It was a pleasure working with Anthony and his team. He delivered a tremendous package and reviewed his findings in great detail. Anthony's attention to detail, solutions, recommendations and in-depth reports provides a great deal of confidence in his recommendations. We would absolutely refer our family, friends and associates to Anthony.

  • I expect my financial planner to review and discuss my financial goals along with how my goals can be achieved. I valued Anthony reviewing my investments and the projections of what they will equate to when I reach my eventual retirement. Anthony has certainly met my expectations and I would be happy to refer my family and friends.

  • My expectation was to be provided with the best possible advice specific to my situation (as it evolves) and to be provided with objective, evidence-based solutions which will provide me with the maximum financial benefit (and peace of mind). I valued the very thorough process of gathering all pertinent information regarding my estate, pension, income and expenses in order to produce a very detailed and fulsome projection of my current and future financial situation. I really appreciate the time Anthony has taken to answer all of my questions and provide sound advice based on my goals and concerns. I am really looking forward to continuing my investment and financial planning journey with Anthony. I would certainly recommend Anthony to my family and friends!

  • 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.