We can help you plan

How We Help

There is a well known saying that goes..."Nobody plans to fail, they just fail to plan". This wisdom rings especially true in the lives of Canadians when it comes to their financial success strategies.

Protecting your family

Insurance is the easiest way to protect your family from unforeseen events. Most people have car insurance and health insurance, but not everyone knows the importance of life or travel insurance. Find out why you may be under insured.

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Investments

Is your investment plan running on auto-pilot? Automated plans can be cheap in the short run and shockingly expensive in the long run. There is no substitute for a professional who can navigate you through market turbulence. Learn more about your investment options.

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Retirement

Retirement means being your own boss and living on your own schedule. Reaching your goals takes years of planning and discipline. What are the 3 stages of retirement? Discover the benefits of compounding growth.

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Income taxes

Taxes can be the most frustrating part of a financial strategy. With retirement planning, it’s about maximizing your assets. With taxes, it’s about minimizing your losses. Fortunately, some investment options are designed specifically to help you do exactly that. Find out which plans are best for your situation.

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Your child's education

With annual college tuition cost climbing every year, the goal of helping your child attend a post-secondary institution can almost feel insurmountable and cause you to doubt the value of education. Find out how a Retirement Education Savings Plan can ease the burden.

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Your legacy

When some people think about estate planning, they picture a billionaire working with a team of lawyers to divide up a business empire. The truth is that estate planning is not just for the ultra-wealthy. Without proper planning, your heirs might have to sell the family house or a favorite vacation cottage to pay the tax bill.

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Running a business

Striking out on your own can be a liberating experience. It is also a lot of hard work, and it’s easy to overlook critical details. Many small business owners are not aware of the federal government programs designed to help then launch their dreams. Find out how these can help you.

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What our clients are saying...

  • 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.

  • We valued having more options and new strategies in managing our finances up until retirement. Our expectations when working with a financial planner is to have someone who is very knowledgeable with investments and to work with someone who has the time to meet with us for intelligent discussions and provide alternatives for us to consider. Anthony definitely more then exceeded our expectations and we would be happy to recommend him to our family and friends.

  • We appreciate Anthony’s efficiency, his friendly demeanour and ability to listen to our concerns. We value his honesty and willingness to adhere to our wishes, with an understanding of possible implications and his commitment to explain any negative consequences accordingly. Anthony searched out new life insurance coverage as part of our estate planning. He was thorough and communicated each step in the process to us in a timely manner. We wanted someone who thoroughly understands the financial markets and can explain them in a comprehensible manner. We wanted to work with someone who can respond readily to our needs and who can provide proper advice. Anthony delivered on what he promised and definitely met our expectations. We would absolutely recommend Anthony to our family and friends.

  • I valued Anthony’s insight and recommendation for my investments. When working with a Financial planner I am looking for value and "best bang for my bucks". He was definitely able to meet my expectations and I would be glad to refer him to family, friends and work associates.

  • Anthony was clear, concise, easy to understand and provided useful comparative statistics for our investments moving forward. Our expectations when working with a Financial Planner is that he/she will provide expertise and knowledge with regards to our investments and provide portfolio recommendations best suited to meet our goals and objectives. Anthony definitely met our expectations and we would feel comfortable referring his services to family, friends and work associates.