CONSULTATION PROCESS
Our comprehensive planning process starts with a detailed assessment progressing to full implementation. We can provide specific packages of services with a range of options including a single service where there is a specific need; execute a plan on behalf of a client; or provide information so clients can make an informed choice and carry out the decision themselves.
OUR PLANNING PROCESS
Our planners utilize a six-step process called The Total Financial Planning Process.
This approach contributes to the strong relationship we have with our clients. When clients are faced with difficult problems, unusual situations with financial implications or must deal with a crisis, we are often among the first people they call for support, advice and direction.
OUR SERVICES
BASIC SERVICES
As your Chief Financial Officer, our planners take a comprehensive approach to develop a financial strategy to meet your goals.
SPECIALTY SERVICES
In addition to comprehensive planning, we also provide various specialty services including:
- Benefit and Pension Plan Analysis
- Administration of Family Trusts
- Planning for Non-Residents
- Divorce Financial Planning
- Debt Restructuring and Refinancing
- Budget Preparation and Monitoring
- Incorporation Financial Planning
- Small Business Advisory Services
- Individual Pension Plans