We help individuals and families with diverse personal and professional goals to proactively manage their evolving financial situations.
Business owners and entrepreneurs
From startup, to restructuring, to sale, we work with business owners and entrepreneurs across a range of industries to create and protect value in their businesses. And we will help you use that value to maintain your lifestyle now and into retirement, making sure the business you’ve worked so hard to build, keeps working for you.
Military families
One of our key focuses is helping families navigate how a military pension integrates into post-military life. If you aspire to retire sooner, we can assist with pension commutations and utilize advanced planning techniques to determine the optimal time to leave the military. We are dedicated to helping construct and uphold a financial roadmap that proficiently handles financial obligations, builds savings and investments, strategizes for insurance needs, and optimizes tax strategies tailored to the unique circumstances of military households.
Professionals
As you’ve moved up the corporate ladder, the complexity of your financial situation — which might now include holdings in various pension plans, short- and long-term stock incentives, and taxable benefits — has likely increased in step. So has the complexity of your tax return. We specialize in tackling complexity to provide a clear path to a comfortable retirement and attain your other financial goals. Our team, backed by regional and head office experts, can show you the way.