our

 – SERVICES

LIFE INSURANCE

Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Buy Sell Agreements
Critical Illness Insurance
Disability Insurance

INVESTMENTS

Non-Registered
Tax Free Savings Accounts
RRSP, RESP, etc

CORPORATE GROUP BENEFITS

HEALTH INSURANCE

Personal Health Coverage for:
Individuals, Families and Business Owners

TRAVEL INSURANCE

client

 –  EXPERIENCE

client
_

EXPERIENCE

Wealth management isn’t transactional and it’s important to understand the process for success!

Your experience will be long term and multi-layered. Behind every great plan and predetermined process, comes the discipline to follow through and the room for error and flexibility.

The work we do is beautifully crafted to provide our clients with the best experience possible from every angle. So contrary to popular belief, we don’t just manage and grow your net worth! We construct robust portfolios, provide you with tax minimization strategies, help you preserve your trusts and estate, help you manage your risks and support you in achieving the retirement journey of your dreams. We make sure you are managing your day to day expenses and building sustainable habits along the way.

It’s important to remember that we’re always here for you throughout your financial journey. We support you during the year in every way you need and top it off with a year end review.

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Slide

We always start with a phone call!

Here we chat about what brought you to us, what you need in an advisor, how we can serve you and whether we are aligned in our values.

It is so important for every client to be engaged with their plan and for it to be sustainable. Plans needs to be tweaked as needed and flexible to preserve long term growth.

We’re here for support and strategy throughout the year. We’re you’re A-Team and when life doesn’t go your way, we want to be your first call to help you ride difficulties in stride while supporting your goals.

STEP 1
15 MINUTE PHONE CALL
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This meeting gives us an opportunity to get to know each other! Here we get into the weeds of your finances.

We review not only your assets and liabilities but also your goals and visions for yourself, your business and/or your family. After our meeting, you might be asked to send us relevant documents for us to create an in-depth wealth plan for you.

It is so important for every client to be engaged with their plan and for it to be sustainable. Plans needs to be tweaked as needed and flexible to preserve long term growth.

We’re here for support and strategy throughout the year. We’re you’re A-Team and when life doesn’t go your way, we want to be your first call to help you ride difficulties in stride while supporting your goals.

STEP 2
DISCOVERY MEETING
Slide

This is the most exciting meeting for us and our clients!

We get to showcase a beautifully crafted plan that we worked on to help support your vision and goals. This plan is completely customized to include tax planning strategies, debt reduction strategies, insurance, investment growth strategies, cash flow strategies and many more.

It is so important for every client to be engaged with their plan and for it to be sustainable. Plans needs to be tweaked as needed and flexible to preserve long term growth.

We’re here for support and strategy throughout the year. We’re you’re A-Team and when life doesn’t go your way, we want to be your first call to help you ride difficulties in stride while supporting your goals.

STEP 3
WEALTH PLAN
Slide

It is so important for every client to be engaged with their plan and for it to be sustainable. Plans needs to be tweaked as needed and flexible to preserve long term growth.

We’re here for support and strategy throughout the year. We’re you’re A-Team and when life doesn’t go your way, we want to be your first call to help you ride difficulties in stride while supporting your goals.

It is so important for every client to be engaged with their plan and for it to be sustainable. Plans needs to be tweaked as needed and flexible to preserve long term growth.

We’re here for support and strategy throughout the year. We’re you’re A-Team and when life doesn’t go your way, we want to be your first call to help you ride difficulties in stride while supporting your goals.

STEP 4
PLAN IMPLEMENTATION
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join

 -  CORRNATION

Become a member of a Financially Fearless Community

join

 -  CORRNATION

Become a member of a Financially Fearless Community

lets

 -  CHAT!

lets

 -  CHAT!

GET IN TOUCH

Are you ready to build an impactful, fulfilling and sustainable life for you, your family and your business?

You’ve come to the right place!

Let’s connect for a free consultation to see if working together is a great fit! .

BUSINESS ADDRESS:
700 KERR STREET, SUITE 201, MAIN FLOOR
OAKVILLE, ON L6K3E1

PHONE:
905-749-4858

BUSINESS HOURS:
BY APPOINTMENT ONLY