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Our Services


Fully Integrated Financial
Life Planning

  • Pre & Post Retirement Planning

  • Responsible Investment Solutions

  • Insurance Needs Analysis

  • Wills & Estate Planning

  • Debt Management Solutions

Home Gardening

Responsible Investment Solutions

  • ​Green/Eco Investing

  • Impact Investing

  • Vegan Investing

  • Community Investing

  • Ethical Investing


Life Insurance, Mortgage, Estate/Wills Solutions

  • 1st & 2nd Mortgages

  • Private Mortgages

  • Mortgage Renewals & Refinance

  • Estate & Will Preparation

  • Life, CI, DI, LTC Insurance

Image by Kelly Sikkema

Tax Preparation and Bookkeeping

  • Tax Return Preparation

  • Divorce and Separation Tax Issues

  • Estates, Trusts, and Charitable Giving

  • Taxpayer Relief Filing and Appeals

  • Filing Back Taxes

  • Cloud-Based Bookkeeping

  • Small Business Startup Coaching

  • Shareholder Business Structure Planning

Planting New Trees

Social Value Investing: The Future Of Investing

Holistic Financial Planning | Sustainable Investment Options 
Vegan Investing Options | Wealth Wellness Coaching | Financial Stress Counselling

Our Approach


Your Current Situation

  • Collect your Information

  • Assess your Current Situation

  • Investing & Risk Evaluation

  • Saving/Debt Management

  • Insurance & Mortgage Situation


Explore Your Goals & Needs

  • Explore Financial & Personal Goals & Needs

  • Prioritize your Goals & Needs

  • Emergency & Education Funding

  • Explore SRI Investment Options


Prepare Your Financial Plan

  • Analyze your information

  • Develop a pathway to meet your needs and achieve your goals

  • Prepare a comprehensive financial plan including estate & insurance strategies


Present & Review Financial Plan with Client

  • Present you with an initial financial plan

  • Review and change any areas as required and until you are fully satisfied

  • Sign off on the final version of the financial plan


Execute Your Financial Plan

  • Provided by one of our professional portfolio management partners

  • KYC, account opening, investment selection & rebalancing

  • Tax & Portfolio Optimization


Ongoing Review & Updating of Your Financial Plan

  • The most important step of all because the only constant in life is change

  • Continually monitor and hold timely meetings to review your financial plan

  • Life happens, so we will update your financial plan as changes occur

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