WHAT WE DO

We specialize in coaching, motivating and implementing financial plans for millennial business owners and employed professionals to create growth for their wealth and realize their long term financial and life goals.

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Recent Posts

A RECENT INTERVIEW WITH ANDREW TRICOMI ON BECOMING AN ENTREPRENEUR AND GROWING HIS BUSINESS

Apr 11, 2024 - Andrew Tricomi

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Attributes of a great financial advisor

Apr 11, 2024 - Andrew Tricomi

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March 2024 market update

Apr 05, 2024 - Canada Life

For the month ended March 31, 2024. Read our monthly update to find out what’s been moving markets....

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Supporting your parents financially

Mar 28, 2024 - Canada Life

It’s more common for people to support their parents financially due to a lack of retirement savings and parents outliving their savings. Combining government assistance with a financial strategy can maintain financial stability for both generations....

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WHO WE HELP

  • Millennial business owners and established professionals

  • Pre-retirees and retirees

Our clients seek our expertise to learn positive habits that can build money management skills and understand the financial psychology behind it. 

We aim to understand every individual situation as if its our own to connect people with the financial future they envision.

 

 

CLICK HERE TO BOOK A TIME TO CHAT!

An introductory call to assess if we can be a good fit working together

 

FINANCIAL PLANNING SERVICES INCLUDE:

 

Comprehensive Financial Planning

Define the terms of engagement and fees, gather necessary information to determine goals, needs, and priorities, identify and evaluate strategies, submit recommendations, agree on action, responsibilities, and time frames, monitor and evaluate ongoing implementation.

Financial Management
A review of your current financial situation including cash flow, net worth statements, and an evaluation of your current liabilities and credit position.

Investment Management
An investment plan, with a developed ‘Investment Policy Statement’ including asset allocation evaluation and suggested investment vehicles based on your risk tolerance, investment objectives, investment knowledge and experience, and time horizon.

Retirement Planning
Identify recommended strategies or changes the client needs to make in his/her current behavior that will allow the client to achieve his/her personal retirement goals and objectives. A retirement income plan, including a financial projection of savings required at your desired retirement date and full retirement de-cumulation projection.

Estate and inter-generational wealth transfer planning
An estate plan, including a strategy to transfer your wealth according to your priorities.

Tax Planning

An action plan designed to help you minimize the amount of tax you pay and maximize on utilizing tax credits.

 

Group Benefits and Retirement Services

For the employees of your small business, we act as brokers to provide comprehensive group benefits and retirement plans to allow your company and employees to thrive.

Risk Management
An evaluation of your exposure to risk and development of a risk management plan.Looking at different insurance options as a possible solution. This can include life policies, protecting your income upon disability or illness and individual health plans.

Education Planning
A review of current education savings and the development of strategies to achieve you and your child/grandchilds education goals.

 

Contact us today