We all have dreams - embarking on a new hobby or career path, educating our children, an extended European vacation, cottage property for the whole family to enjoy or a worry free retirement ~ but in order for our dreams to come true, we must have a plan.
We need to verbalize our dreams, qualify and quantify them, attach step-by-step goals and realistic time frames and work with a team of knowledgeable and caring professionals to lead us through this process.We can help! Guiding you through the necessary steps to the ultimate realization of your dreams is our passion and our strength.
We need to verbalize our dreams, qualify and quantify them, attach step-by-step goals and realistic time frames and work with a team of knowledgeable and caring professionals to lead us through this process.We can help! Guiding you through the necessary steps to the ultimate realization of your dreams is our passion and our strength.
Services
Our Team
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Our Services
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The foundation of all long-term wealth creation is the effective use of our cash flow and the level and structure of our debt. To help you develop an effective savings plan to make your children's or grandchildren's future education goals a reality. Individualized asset building strategies tailored to the achievement of your specific dreams.
Your Dream Path Journey
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Our initial meeting focuses on having an intimate understanding of your dreams; what's important to you and what you want to achieve. We will also consider what challenges we may need to overcome together. We will present you with a plan that includes strategies and time-phased action steps that will give you the guidance and support required to achieve your dreams.
Our Promise
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We have always appreciated how professional, knowledgable and personal Richard, Karen and the staff are. Their service is expedient and their advice sound and is always communicated in a way that is understandable. As busy as they are, they always make time for you to ensure that your needs are met.
Special Needs Planning
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Living with, or caring for someone with a disability can be emotionally and financially challenging now. By rolling your remaining RRSP assets on death into a Trust or RDSP for your financial dependant child, you could potential eliminate a large tax bill. We can help you to complete the application process for the Disability Tax Credit if eligible and access very generous government grant and bond entitlements through the RDSP program.
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