We guide business owners to find CRA approved ways to make taxable dollars non-taxable.

We guide families & businesses to transfer their risk & liability away from their estates & businesses.

We guide business owners to develop ways to keep employees longer and make them happier.

We help people to protect their estate & retirement plans.

  • Employee Benefit Consulting
  • Business Succession
  • Estate Preservation / Planning
  • Charitable Endowment Plans (Planned charitable giving strategy)
  • Capital Gains Planning
  • Buy / Sell & Key Person Protection
  • Tax Sheltering
  • RRSP
  • RESP
  • Mortgage Protection

For more information or to get a quote.