Most people arrive with something specific — a corporation, a trade, an inheritance, a parent to care for, accounts, a pension. The fear underneath is the same: will the money last as long as they do. The route to that answer is as unique as you are.
Click a group to see how we plan so the money lasts in that situation. Not sure which is yours? Twenty minutes on an exploratory call sorts it out.
Running your own corporation? Salary vs. dividend, retained earnings, PHSPs, and succession planning — we help you keep more of what you earn.
Learn more →Self-employed or running a small operation? We help you separate personal and business finances, plan for taxes, and build toward retirement.
Learn more →Boom years, then a layoff. Per diems, rotations, and a body on a clock. We bank the high years so the money still lasts through the next downturn — and after you leave the site.
Learn more →Union pension, slow season, tools, and a trade your body won’t do forever. We show what the pension actually pays and build the rest so you can step off the job before the job steps off you.
Learn more →High salary or partnership draw, not a corporation yet. Top-bracket tax, a short peak-earning window, and a retirement that has to last as long as you do — we plan the drawdown before the paycheque stops.
Learn more →Women face unique financial challenges — career gaps, longevity risk, and the wage gap. We specialize in helping women take control of their financial future.
Learn more →Expecting an inheritance? Unexpected or planned, this is a highly sensitive and significantly important time to plan and handle affairs.
Learn more →If something happens to you, does your partner actually inherit? We set beneficiaries, wills, and CPP survivor rights so the money lasts for the people you chose — not the relatives the law assumes.
Learn more →Caring for a loved one with a disability? You may be entitled to thousands in tax credits. We offer a free DTC eligibility review.
Learn more →Leaving Canada? We provide integrated tax and investment planning before departure and ongoing tax compliance support after you become a non-resident.
Learn more →Book a free 20-minute exploratory call — no pressure, no jargon, just an honest conversation.