Consultant Services

Please take a moment to review the scope of my services and products.  We will be able to  speak about the specifics of which ones may work best for your needs when we meet to discuss your unique Wealth Attainment Goals and Dreams…


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Tax Strategies

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Estate Planning

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Wealth Protection

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Mortgages and Debts

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  • Business Owner Planning
  • Estate Planning
  • General Financial Planning
  • Investments
  • Budgeting and Planning
  • Pension Plans
  • Mortgages
  • Debt Consilidation 
  • Retirement
  • Tax Planning
  • Wealth Protection
  • and more…

retirement planning

Do You have a Retirement Plan? 

  • Focusing on your retirement ‘paycheck’
  • Will your money last? And for how long?
  • When can I retire?  Can I retire now?
  • Knowing where your income sources will come from – when and how.


It’s Never Too Early to Start Saving for the Future

  • Achieving an income for when you need it
  • RRSP’s, TFSA’s and other vehicles to create dynamic diversification
  • Factoring in tax implications and how to minimize the impact
  • Knowing when you will need your money and being ready for it
  • Matching your investments to your level of risk tolerance


Is your plan tax efficient?

  • Avoid the claw back
  • Tax efficient investments
  • Tax efficient withdrawal plan
  • What’s new this year in tax laws?
  • What happens when I withdraw from my RRSP’s?
Financial planning for professionals and business owners

Financial planning for professionals and business owners

If you own a business or professional practice, you have unique financial planning needs that require specialized expertise. Are you taking advantage of tax minimization strategies? How does your business or practice fit into your retirement plan? Are you comfortable...

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Protect your Financial Future

  • General Estate Planning
  • Kids and the inheritance
  • Tax on family cottage
  • Estate Will review
Top 5 reasons you need to discuss your estate planning

Top 5 reasons you need to discuss your estate planning

Some things are difficult to talk about with family – and death leads that list. The reluctance is understandable but now is the time to have a conversation about death and money with your loved ones – it’s the best way to iron out estate planning issues, reduce...

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Keep what you have and have it grow

  • Insurance – what happens when it ends?
  • Retirement – the true cost of care
  • How to protect your income, family, lifestyle?
  • Your earning potential is the most valuable possession you have so protect it
How to keep your business going in an emergency

How to keep your business going in an emergency

You were hit and killed by a bus last night. How does your business look today? Will it keep running now that you’re no longer around to oversee it? Are your business, business associates and family facing a chaotic mess? That all depends on whether or not a business...

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The Right Mortgage the Right Rate!

  • Controlling your debt
  • Optimizing your cash flow
  • Structuring your debt so that you are in control
More parents helping children to purchase homes

More parents helping children to purchase homes

In the long list of parental responsibilities, helping kids buy their first home is making its way to the top. Competitive housing markets are surely contributing to the need for financial assistance but there are other factors. Compared to previous generations, kids...

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