Unique and tax-efficient financial strategies and services for business owners, their companies and their families. We carefully advise you on how to maximize and protect wealth while minimizing risk and taxes. From investing to retirement and succession, we provide insurance and benefits planning tailored to your situation.
We develop a collaborative and long-term working relationship with you and your professional advisors. By working closely with professional advisors and drawing on our collective experience, we can apply a full range of proven investment and insurance-based strategies for more effective results.
We develop a collaborative and long-term working relationship with you and your professional advisors. By working closely with professional advisors and drawing on our collective experience, we can apply a full range of proven investment and insurance-based strategies for more effective results.
Services
Team
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With over 85 combined years of experience in financial planning, our commitment is to listen, evaluate, and enact tailored plans that meet individual financial needs and expectations. Our team will work with you to formulate strategies that lighten your tax load and free up funds to enhance your life - now and in the future.
Community
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Along with our partners, we participate in a number of charitable causes and foundations that have a large impact on the lives of others. Since 2016, $261,000 has been raised to help eliminate financial barriers for children to participate in organized sport. Canuck Place offers a 24/7 continuum of care to children with life-threatening illnesses and their families.
Advisors
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We collaborate closely with clients and their professional advisors, including CPAs and business lawyers. We work with our clients and their professional advisors from the very beginning. We essentially create an advisory board to support them, their business, and their family. Working closely with advisors allows us to create the most effective and tax-efficient financial structures.
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