About Us
We have worked with hundreds of families to help them live the life of their dreams. We know they are frustrated, worry about their spending, the amount of income tax they pay, and about debt. They worry about their futures and about affording the best for their families.
Our proven Better Life process has allowed these families to make their money go further by increasing cash flow, paying their mortgages off faster, reducing income taxes and investing more. All without compromising their lifestyle.
We believe there are 3 key components that are essential to guide you on your financial journey to success:
Continuous Financial planning – A financial plan is just a snapshot in time, a starting point. It takes financial planning to deal with all your tomorrows and all those changes along the way.
Innovative Financial Strategies - Traditional strategies like RRSP’s or other investment vehicles can only take you so far. Unique and customized financial strategies can bring your life to a whole new level so that you can achieve the life of your dreams sooner.
Financial Partnerships - The right people on your team, at the right time always makes a difference. We are your partners on your financial journey. We also help you source others as needed for financing, investments, tax planning, legal or other needs.
We can’t wait to start working with you to help you achieve your Better Life!
“Our family caring for your family” is the motto we work by. Our team of CPAs, CFPs and other professionals make you and your financial goals their top priority. We are continuous learners, honing our skills and keeping current to support you throughout your life journey.
We love what we do, and love making our clients lives better, schedule a call with us to find out more!
We are passionate about the value that leadership and teamwork can bring to the charitable sector. We partner with several charities and firmly believe that a successful charity needs ‘Healthy Leaders who understand how to lead Healthy Organizations’. Not only do we partner with charities that fit this focus, we also provide leadership training, guidance and financial support as needs arise.
