Our Services
Working For You.

Professionals & Business Owners

Being professionals and business owners ourselves; we have a keen understanding of the financial complexities (and risks) involved in running your own business compared to those working at a large institution. By working closely with you to understand both your short and long-term vision, we help spearhead a strategic financial plan (incorporating your accountants and lawyers) and have experience and expertise in how to maximize the benefits of your corporation. Our expertise covers areas such as wealth accumulation, risk management, tax optimization, retirement planning, and estate planning as we help you synchronize your personal and professional life and give you confidence about your future.


We specialize in working with professionals across various fields (such as doctors, lawyers, engineers, and more). Our deep understanding of the unique financial challenges professionals face allows us to provide targeted guidance and support. Whether you’re managing student debt, navigating complex tax regulations, or seeking strategies for career advancement, we offer personalized solutions to help you achieve financial success.

Business Owners

As experienced financial advisors, we have a keen understanding of the financial complexities involved in running a business. We collaborate with small business owners, offering tailored solutions to address their specific needs. From cash flow management and budgeting to employee benefit plans and business succession strategies, we provide comprehensive guidance to support your business’s growth and long-term success.

Our trusted, personalized process will give you the confidence of knowing your finances are on track, allowing you to devote your time an energy to what you’re good at: your business. Imagine the peace of mind you’ll feel knowing the answers to these questions (and more!); 

Business Structure

Sole Proprietor or Incorporated, which is right for you?

Cash Flow

Salary vs dividends. Understand benefits, drawbacks, & implications of each.

Disability Insurance

Protect your ability to earn income if you become sick or injured.

Fund Retirement

Buy RRSPs or invest within a corporation?

Corporate Organization

We work alongside your accountants to help you to keep looking forward and planning for years ahead.

Tax Planning

Understand the impact of holding the highest taxed investments (interest) in your corporation.

Investment Planning

Understand how your investments will fit your short and long-term strategies.

Life Insurance

Is there a need to Insure corporate debts, key person insurance, or buy/sell agreements with partners? Should corporate life insurance form part of your estate plan?

Succession or Estate Planning

Do you have a well-thought-out succession (or estate) strategy with your accountants, lawyers, and financial planner?

Interested in learning more?

Download our free educational guides here.

It is our strong belief that to be successful in reaching your goals it is necessary to have a plan in place and to follow a process. That is, to make your life and financial decisions not by accident but by design.

Remember, successful people ACT towards the future they want!

Our Clients

Their honesty and customer service is right up there, with the knowledge and recommendations on where investments should be made. When it’s time for a change Tim is always honest with us on where any changes should be made.

Janet McDonald

To me, it is their personalized service. When something happens, you can go in and discuss your options. The whole team knows your plans, listens to your needs, and can help you make adjustments.

Richard Dumoulin

They are very courteous, friendly and find them very professional. They are good at taking care of time sensitive matters and you get a general sense of being taken care of.

Ginny Blair

The fact they take time to discuss with you their knowledge base, they give you all the options then give you their opinion and let YOU make the final decision.


Their integrity and 1-on-1 communication skills, always personable. Tim and his team make you feel comfortable no matter how much you are investing.


Contact us to


Together, we’ll put the right plan in place and get the process started to helping you reach your goals.