Touching each corner of your life
FINANCIAL PLANNING
Helping achieve your financial goals through financial planning
FAMILIES
We provide strategies to help families to accumulate and protect your wealth.
BUSINESS OWNERS
Strategies to help increase your personal cash flow, keep key employees and protect your business.
Jul 01, 2019
Segregated Funds and Mutual Funds often have many of the same benefits however there are key differences you should consider.
Jun 03, 2019
Business owners are increasingly recognizing the key importance of implementing employee benefit plans in their organization
May 01, 2019
Inheriting an unexpected, or even an anticipated, lump sum can fill you with mixed emotions – if your emotional attachment to the individual who has passed away was strong then you are likely to be grieving and the thought of how to handle your new-found wealth can be overwhelming and confusing but also exciting. One of the best pieces of advice in this situation is to give yourself some time before making any binding financial decisions. The temptation to quickly put the money to so-called ‘good use’ or to rush out and spend it can be strong but you must allow the news to sink in and also take some time to consider your options before you embark on the process of dealing with the inheritance. In the short term, put the money away in a high interest savings account and take time to research and think carefully about your financial goals and objectives and how this inheritance can help you to secure and maximize your financial future in the best way.
Apr 02, 2019
Writing an estate plan is important if you own personal assets but is all the more crucial if you also own your own business. This is due to the additional business complexities that need to be addressed, including tax issues, business succession and how to handle bigger and more complex estates. Seeking professional help from an accountant, lawyer or financial advisor is an effective way of dealing with such complexities.
