Financial Planning

A financial security plan tailored to your needs

There’s a lot to think about when you’re building a financial plan. Sometimes, you need help putting all the pieces together. That’s what we do. Today is a great day to start thinking about your financial plan. 

  • Where are you now?  
  • Where would you like to be? 
  • What’s really important to you? 


No matter where you are in life, we can help you find the products and services that are right for you. Whether you’re buying a home, saving for a special purchase, investing for a comfortable retirement or insuring what’s most important to you, we can help you plan for it. Our planning process helps us: 

  • Understand what financial security means to you 
  • See where you are now, and how to get you to where you’re going 
  • Help you stay on track 

Four cornerstones of a solid financial foundation

We’ll help you see the big picture, through four key building blocks.

Estate planning

What will happen when you die?
We’ll go through some important considerations with you – like the expenses involved, charitable giving and what you want for your family.


What will your retirement look like? 
We’ll work with you to help build a retirement plan that can give you the income you’ll need after you stop working.   

Income protection

What would happen if you suffered a significant health event or died? 
Having life, critical illness or disability insurance can help you, or those you choose, to manage your expenses.

Cash flow

Would you have enough cash saved if your earnings stopped? 
Most Canadians haven’t saved the three to six months’ income experts recommend we set aside for emergencies.  

Experience and expertise 
Sometimes, you need the advice of an expert. We have a team who can help: 

  • Find solutions for more complex situations 
  • Find tax advantages 
  • Arrange mortgages
  • Design employee benefit and savings plans for business owners

Let’s get started today