Life Planning

Life Planning

Careers

When investigating career opportunities and plotting a career path, the best place to start is to record your goals and objectives. Once you have listed off your most important career goals and objectives, make sure to review the list periodically...

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Children

As parents, it's our job to launch our kids successfully into adulthood, and few things could be more important than teaching them how to manage their money well. Doing so should be simple enough, but unfortunately it isn't. Sure, the...

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Dealing with a Death

Besides the financial ramifications of a person's death, dealing with all the administrative details and paperwork can be very stressful for the family members of the deceased. Each province has certain paperwork requirements for....

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Disability

Approximately 1 in 8 Canadians live with disabilities, and many enjoy healthy independent lives. Often, people with disabilities or their families, friends and caregivers need reliable health information to overcome barriers affecting...

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Divorce

For most people, a divorce causes severe emotional trauma. The process of separating lives and possessions often leaves a long-lasting impact that affects family relationships for years. The financial ramifications of divorce can...

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Education

Every parent knows that time, love, care and support are the best investments they can make in a child. The Federal Government has created an excellent website ( CanLearn ) for assisting parents to "maximize the investment" that they...

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Eldercare

Eldercare is a journey. The first step is gathering information. Care giving for an aging parent, spouse, domestic partner or close friend presents tough challenges...especially when a crisis hits and responsibility descends upon...

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Home Ownership

Buying a home is often viewed as the single most significant financial event in the life of a Canadian family. Because a mortgage is by far the largest personal debt of the average Canadian family, and the single largest household...

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Leaving Home

Many people will eventually leave the home they grew up in and find a home of their own. However, everyone is different. Some people leave home when they are very young, others wait till they are in their thirties, and some people live with their...

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Power of Attorney

Why do you need a Power of Attorney? What if you were in a coma, or otherwise incapacitated such that you were unable to communicate? Or struck with a disease or other tragedy which affected your mind? Who should control your...

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Retirement

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. (Statistics Canada, Summer 2014 Perspectives and Labour Force Survey). Whether you...

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Self-Employment

Working for yourself has many great rewards. It also comes with huge challenges. Starting your own business is more than having a good idea or a willingness to work at least 12 hours a day. You need a good plan and...

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Unemployment

Employment Insurance provides temporary financial assistance for unemployed Canadians while they look for work or upgrade their skills. Canadians who are sick, pregnant or caring for a newborn or...

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Using Credit

Buying on credit is easy. It's convenient. It is also expensive. Before you buy anything on credit, consider your purchase carefully. Ask yourself if you really need the item you are about to purchase. If the answer is no, then...

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Wills

A will is a written document, properly signed, which: (1)specifies who is to administer the estate (the executor), (2) specifies what is to happen with the assets and liabilities of the estate, (3) specifies certain other wishes such as...

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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.