Since 2011 in the financial services industry providing innovative tax advantaged solutions to privately held corporations, small businesses, and professionals in the Ottawa area.
Building a truly customized financial plan starts with discovering who you are and where you want to go.
Ready to be Financially Fit?
Step 1: Introductory Meeting
In our first meeting, we'll identify your goals, priorities, preferences, and any obstacles you may have. We'll also mutually establish what your expectations are for us, and if an ongoing partnership is the right fit.
Step 2: The Game Plan
After our first meeting, we'll take a deeper dive into your situation. As we have a more detailed conversation about your personal and financial goals, we'll start sketching a preliminary plan. The more open and transparent this phase is, the more detailed our plan will be.
Step 3: Scoring Goals
Now that your plan is developed and approved by you, we can select the investments that meet the requirements outlined in your Game Plan. We will choose a mix of passive and active investments and manage them, so you do not have to keep up with market changes.
Step 4: Protecting the Lead
Alongside your growth plan, we develop a risk management plan to reduce the impact that taxes and unexpected expenses may have. From illness and disability insurance, we’ll help protect your wealth and manage any hardships you may face.
Step 5: Ongoing Support & Advice
Life is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan, so it transitions along with you.