Services
Personal Finance
On the Personal side of the business we focus on financial strategies that align with short term and long range goals.
This includes life horizons such as Getting Married or Divorced, Purchasing a First Home, Preparing for Retirement, Into Retirement, Critical Illness, Disability, Probate and Estate Planning to name a few. We create a variety of opportunities to achieve these financial goals, we meet annually to adjust and re-align objectives as necessary to ensure success!
Business Services
We offer a range of services designed to help businesses of all sizes thrive. From small startups to large enterprises, we specialize in working with organizations to create competitive Group Benefits plans tailored to their unique needs. Many businesses don’t have the time or tools to customize a plan that fits their organization perfectly—our team is here to make that process seamless.
We also provide Corporate Wealth Strategies for private organizations, designed to improve financial health through tax sheltering solutions that minimize liabilities, approval-free lending to simplify capital access, shareholder protection to secure your interests.
Our services go beyond finance. We offer Operational Strategic Growth consulting to optimize performance at every level of your business. This includes comprehensive business consulting for leaders, managers, and entire departments, Tailored strategies for people development, team efficiency, and operational success!
Our goal is to alleviate financial and operational stress while enhancing your business’s bottom line and increasing gross margins. Let us partner with you to protect your business, grow sustainably, and achieve long-term success.
More Details
Personal Services
The key to a financial plan that works is to center it around life horizons and adjust throughout your lifetime!
Life Insurance
With both Term and Permanent Options we are able to find the best price on the market for any age or medical conditions. We offer many different replacement options for mortgage insurance or renewing conditions.
Travel Insurance
Travel with less worry knowing you are protected
Critical Illness
Critical Illness Insurance is a special type of insurance that can allow the premiums to be paid back to you, contact us to find out more!
Disability insurance is a great way to secure income replacement in difficult times
Investments
We offer Secured Investments that are typically only offered to high net worth parties and offer them to all Canadians!
Estate, Trust and Will Preparation
We provide comprehensive support for estate, trust, and will preparation to help you secure your legacy and protect your loved ones. Our team works closely with you to create tailored plans that reflect your wishes, ensuring your assets are distributed efficiently and according to your intentions. From minimizing tax liabilities to setting up trusts for future generations, we offer expert guidance every step of the way, giving you peace of mind for the future.
Health and Dental Insurance
Not everyone has employer group benefits, we are able to support your health and dental needs
Debt Management
It can be stressful trying to manage debt, let us help you through your options
Mortgage Advice
We work with certified mortgage brokers as well as directly with the banks to get the best rates and approval
Registered Education Savings Plans
Get one of a kind RESP's that go beyond 18 years of age and can apply to many children
Business
We are unique and offer a full comprehensive business consulting service unlike anything else in the market space!
Group Benefits
Many organizations overpay benefit premiums and don't even know it, contact us today to learn more and reduce business operating costs!
Key Person and Shareholder
Protection
Protecting shareholder assets is one thing, but having to pay out the remaining shares to beneficiaries is another. Talk to us today about your options!
Corporate Investments
Talk to us today about tax sheltering solutions and corporate investment opportunities otherwise missed by the CPA designation. Our license is unique and not the same.
Culture Training and Growth
We specialize in fostering People Culture Training designed to cultivate growth for existing, new, and emerging leaders. Our tailored programs focus on building strong leadership foundations, enhancing communication skills, and creating a positive, resilient workplace culture. By investing in the development of leaders at all stages, we empower them to drive organizational success and foster collaborative, thriving teams.
Keys to Departmental Success
We create customized Playbooks for Every Department to provide a proven framework for success. These playbooks outline clear processes, best practices, and performance benchmarks tailored to each team, ensuring consistent, repeatable outcomes across your organization. By implementing these structured guides, we help businesses improve efficiency, maintain high standards, and achieve long-term growth across all departments.
10 X Growth Strategies
Our 10x Growth Strategies are designed to exponentially accelerate your business’s expansion. Through a combination of innovative approaches, data-driven insights, and scalable solutions, we help businesses achieve rapid, sustainable growth. Whether you're looking to boost revenue, expand market share, or optimize operations, our strategies create a clear path to multiplying your success tenfold.
Restructuring Expertise
We offer specialized consulting for business restructuring to help companies navigate through periods of change or financial challenges. Our team works with you to evaluate your current structure, identify inefficiencies, and design strategies to streamline operations, improve profitability, and optimize tax strategies. Whether it's reorganizing departments, realigning leadership, or improving cash flow management, we provide tailored solutions to ensure your business emerges stronger and more competitive.
Professional Trust Management
We offer expert estate, trust, and will preparation services, guiding you through every step of the process. Our services include developing and structuring trusts, providing educational sessions on trust best practices, and assisting in community engagement to ensure your plans align with your vision. We handle all aspects of trust management with our partners, including specialty sectors like private corporations and indigenous groups. Our goal is to ensure that your assets are protected and your legacy is secure.