Personal Services
Transparent Wealth Management and Financial Planning. Our client’s best interests always come first. We offer a variety of personal wealth services to help you reach your goals.
Wealth Management Services
Comprehensive Financial Planning
Creating efficiency between all the different parts of your financial life.
Investment Management
Developing an asset allocation and investment structure specific to you.
Investment management provided through Up Investment Management of Aligned Capital Partners.
Corporate Financial Planning
Understanding the unique planning needs of business owners in Canada.
Tax Planning
Understanding the Tax Act and how plan according to your specific situation.
Risk Management
Insurance structuring to protect your income and assets.
Estate Planning
The preservation, management and distribution of your entire financial life.
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In Becoming A Client?
Wealth management is more than just managing your investments. Learn more about how we can help you.