Single

Running a single-person household has a unique set of challenges. Not only is there the emotional pain of separation, a new host of financial problems can arise.

The absence of your partner can feel like someone removed a limb. Your other half is gone, and now the other half of the income is gone too. It’s like taking a 50% pay cut at work – except you have more responsibilities than ever before. The mortgage, groceries, and all the other bills still cost the same, but now you have only half of the money to pay them. If you have multiple children, juggling all of your time and energy can feel like an Olympic feat.

Successfully managing a single-person household involves recognizing the different priorities you now have. Some things you may have thought were optional before are now mandatory. Everyone knows how important life insurance is, but what about disability and critical illness coverage? This is something you may have waved off previously, but now, it becomes more important than ever before. If you suffer a serious injury, how will you take care of yourself or your children? Other health benefits may also become a priority. You may need help managing the financial issues of a divorce settlement or estate distributions.

Separation can feel overwhelming in every aspect of your life. A financial adviser can help you with some critical financial details so you can focus on recovering from your loss.

There will be a new tomorrow, and a trusted advisor can help you get there.

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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Other Services

What are the benefits of working with a Financial Planner?

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You are more experienced now, your bank account is larger, and it is easier to think further ahead....

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

What our clients are saying...

  • 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.

  • I valued Anthony taking the time to understand my needs and goals. My expectation when working with a Financial Planner is that he/she will provide guidance in respect of the options and providing clear instructions as to the expectations from me in order to achieve the goals set out. He was able to provide realistic options and clear instructions to obtain my goals and objectives. Anthony definitely met my expectations and I would feel comfortable referring his services to my family, friends and work associates.

  • My expectation when working with a Financial Planner is to have all the answers I need and to put together a plan that can work for me and my family. I valued Anthony clearly explaining and developing a concise plan as to how I can achieve the goals we set out for our family. Anthony has definitely met my expectations and I would be happy to refer to him my family and friends.

  • We appreciated Anthony's willingness to answer our questions with transparency and an appropriate amount of detail. Anthony is an extremely patient and engaged listener. He explains concepts in a way that we could easily absorb. He remembers details about our concerns and plans, and applies those elements to his recommendations on our financial management. He asks for our input and appears to remain flexible to our ideas and needs. He laid out a specific mix for our investments and explained why these are good choices for us based on his knowledge of our needs and preferences. We have enjoyed working with Anthony so far, and if our newly expanded relationship proves profitable, we certainly would recommend him to our family and friends.