519.256.8999 ext. 2203Toll Free: 1.800.354.4956 ext. 2203445 Pelissier St, Windsor, Ontario, N9A 4L2


Investment Planning

Planning an investment strategy is a key component of virtually every financial plan. The decisions you make now on how your money is invested will have a significant impact on whether or not you will be able to achieve your financial goals. Procrastination is the number one reason why investors in general fail to reach the financial goals.

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Tax Minimization

We work with clients to construct sensible strategies to minimize the taxes they pay through effective tax deferral, reducing taxable income, and splitting taxable income whenever possible. Careful attention should always be paid to wise tax planning as every dollar saved in tax can mean more money invested towards your long term goals.

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Insurance Planning

A person’s most valuable asset is their ability to earn an income. Without that income, or adequate replacement income, one would have to liquidate their savings and investments to meet daily expenses. This could result in financial difficulties, as well as having a negative impact on your retirement planning.

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Retirement Planning

Providing adequate income during retirement is generally the primary objective of retirement planning. We help each client plan for their retirement by carefully designing and monitoring an individualized investment and tax minimization plan. Implementing a detailed retirement plan will provide you with the lifestyle you desire in your retirement years.

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Estate Planning

Complex issues revolving around wills, choosing an executor, distributing assets, Powers of Attorney, and probate fees need to be studied now in effort to be fully prepared for the future. Business succession planning and the unique needs that business owners face when planning their estate is a unique circumstance requiring the utmost care.

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