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Financial Planning Services

What We Do

No matter what your stage of life, we understand your financial needs and concerns. We understand that creating and managing an achievable financial plan is truly a balancing act.

Despite the best of intentions, the needs of today often overshadow the needs of tomorrow. We can help you find balance and peace of mind.

  • Starting Out
  • The Planning Years
  • Pre-Retirement
  • Retirement & Legacy

“Listen, these are great people who understand the investment world and apply it perfectly to our personal needs. Without hesitation we have total confidence in Timea and Shari who are both reliable and dependable and trust them with our life savings. We especially like their Seminars/Speakers on various topics essential to our everyday living. We recommend them highly.”
Manny and Brenda – Burlington

Starting Out

Focus on career and family.

  • Budgeting
  • RRSP
  • TFSA
  • Education Planning
  • Leverage (inc. mortgage & investments)
  • Insurance

The Planning Years

Focus on wealth accumulation while maximizing savings.

  • Tax Planning
  • Risk Management
  • Estate Planning


Developing viable retirement strategies.

  • Changing Investment Strategies
  • Business Succession

Retirement & Legacy

Living the dream.

  • Creating Income
  • Legacy Planning & Wealth Transfer
  • Preservation of Capital

It's About Living Your Dreams

See How One of Our Certified Financial Planners Can Help

Contact Us