Comprehensive guidance to support your needs

While our clients certainly encompass a wide range of ages and occupations, what really makes each different from the next is that no two have the same goals, needs or situation. Someone heading for retirement shortly is going to need a different plan from someone saving for their first house, or someone who is an executive looking to make the most of their company benefits. The point is, each is unique. That’s why we are so insistent on developing a personalized plan for every client we serve – including you. We won’t just grab something off the shelf, we’ll build it around you. It has to be right for your life.

In Canada, an attorney for property does not have an unrestricted right to make gifts or donations on behalf of the grantor.
Read
Retirement & Estate Planning
Protect your family and your legacy.
Read
Retirement & Estate Planning
Preparation today secures tomorrow.
View
Retirement & Estate Planning
Watch our latest Client Insights webinar.
Watch Video
Life Events, Lifestyle & Technology
Trade war skirmishes continue.
Read
Markets & Investing
Fast takes on market trends.
Watch Video
Markets & Investing
Court rules against IEEPA tariffs, but the trade war is certainly not over
Read
Markets & Investing
The dual benefits of insurance.
Read
Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
Watch Video
Life Events, Lifestyle & Technology
A stable option for your financial plan
Read
Life Events, Lifestyle & Technology
On May 15, 2025, Peter Bethlenfalvy, Minister of Finance tabled the 2025-26 Ontario budget.
Read
Tax Planning
Protect and enhance your wealth.
Read
Life Events, Lifestyle & Technology