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 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.