Financial services

Minimizing the taxes you pay and complying with the tax rules allows you to keep the maximum amount of money in your pockets.

 If you find that your income is not sufficient to cover your expenses, you may want to consider an additional income stream.

The laws of the province you live in apply a set formula to divide the estate among the beneficiaries. The results could be very different from what you really want.

As you approach retirement it is important to review your future sources of income and probable expenses, and plan an income roadmap.

Every aspect of your financial health is included. It covers analysis of cash flow and investment selection, protecting your current wealth, tax planning (with a tax professional).