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What We Stand For

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Financial Strategies

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Years in the Business

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Happy Clients

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Expert Accountants

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What we Do

Individual & Corporates Accounting Services

Individual & Corporate Taxes 

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Financial Planning

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Audit Defense & Services

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Schedule An appointment

Resources & Calculators

Useful Resources for Financial Management & Forecasting

401k Calculator

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Interest Calculator

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Retirement Planner

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Payment Manager

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How It Works

1. Collect your information

2. Complimentary meeting; Virtual or in person

3. Create a clear plan

4. Live life by design not default.

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Did You Know

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Did You Know…About 1 in 12 Canadians is living with heart disease. Approximately 1 in 2 Canadians will be diagnosed with cancer in their lifetime.
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Did you know… nearly half (47%) of working Canadians believe there is a serious risk they could outlive their retirement savings. 44% of working Canadians expect to be employed full-time at the age of 66.
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Did you Know…The average Canadian Pension Plan retirement pension is just $8,303 a year. In 2019, the average monthly payout for CPP was $723.89, which is 37% less than the $1,154.58 maximum amount.
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Did you know…Over 11 million Canadians don’t have a workplace pension plan, that is almost two-thirds of working Canadians.
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Did you know… Over 600,000 seniors live in poverty in Canada, a number that has been rising since 1990.
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Did You Know… Fewer than one in five people over age 55 without an employer pension have enough to live in retirement for five years or more.
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Did You Know… The top three reasons stated by Canadian consumers for owning life insurance are to cover final expenses (40%); because it’s a good/wise/necessary thing to do (32%); and to facilitate a transfer of wealth (30%).
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Did You Know… In Canada the cost of a funeral can range from $5,000 to over $15,000. This range depends on if you’re having a burial or cremation, along with a list of other options.
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Did You Know… Individual life insurance is portable unlike employee benefits. This means it won’t go away if you move jobs or are laid off. With employee benefits, since you don’t own the policy, you can’t take the coverage with you if you cut ties with your employer.
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Frequently Asked Questions

How does life insurance and investments work together?

Retirement savings and investments help you dream big, plan for the future, and protect against what-if scenarios. Life insurance helps financially protect your family if you can no longer be there. They can pay off the mortgage, maintain their quality of life, and cover education costs without tapping into savings. Critical illness is another insurance tool that can help sustain you ― and your family ― in case of a debilitating illness that leaves you unable to work.

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