Who We Serve

Incorporated Professionals:

If you are a physician, dentist, lawyer, accountant, or real estate agent, you have an opportunity to incorporate your practice. There are many positive attributes that can come from incorporating, but several pitfalls to be avoided. Given that ninety percent of our clients are incorporated, we have a substantial amount of experience we can share with you. Let’s work together to make the best of this option.

Business Owners:

You work hard to create a successful business, let’s make sure you’re making the most of your circumstances and not giving away any more than is required. Furthermore, ensuring that the business ends up in the hands of the ones you love and not the government on your passing. Putting business succession strategies in place is essential.

Business Executives:

If you have a pension at work, it may not be enough to maintain your lifestyle in retirement. We ensure a successful retirement by developing an integrated plan to achieve your desired goals for retirement.

Pension and Group Benefit Administrators:

What if every one of your employees could have access to the services of a financial advisor who provides a personalized plan? What if we told you it’s already imbedded in the cost of your group plan? Our approach prioritizes member engagement at no additional cost to you or the plan. One-on-one advisory services create a unique retirement program based on individual needs and objectives, growing trust, participation and performance of the program.