We offer more than what you’d expect from a typical Peterborough financial advisor. Our clients count on us for calm, structured planning, honest conversations, and long-term guidance that puts their goals—and their family—first. Our services include:
Retirement planning
You’ve worked hard to build your wealth—now it’s time to make sure it lasts. We help you shift from saving to spending with a clear retirement income strategy that balances stability, flexibility, and tax efficiency. Whether you’re retiring with a pension or managing RRSPs, we’ll show you how to structure your income and protect your future.
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Tax planning
Taxes can quietly drain your wealth if left unchecked. We take a proactive, year-round approach to minimize your personal and corporate tax exposure. From income splitting to optimized withdrawal strategies, we build tax planning into every part of your financial strategy—so more of your money stays where it belongs.
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Investment planning
Your investment portfolio should reflect your goals, risk comfort, and timeline—not a generic model. We provide disciplined, long-term investment planning that aligns with your life and adjusts as your needs evolve. Whether you prefer stability, growth, or income generation, we’ll help your investments support the future you envision.
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Insurance planning
Life is unpredictable—but your financial plan shouldn’t be. We help protect your income, your family, and your business with smart insurance strategies. From life and disability coverage to critical illness and corporate-owned insurance, we tailor each policy to fit your needs and strengthen your overall plan.
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Estate and legacy planning
Estate planning is about protecting your loved ones and ensuring your wishes are carried through. We help you create a plan that reduces tax, simplifies the transition of wealth, and gives your family clarity and peace of mind. From trusts to wills to beneficiary planning, we help ensure nothing is left to chance.
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Charitable giving
Giving back can be one of the most meaningful parts of your financial plan. Whether you’re supporting a cause close to home in Bobcaygeon or contributing to a national organization, we’ll help you structure your giving to be tax-efficient and impactful. From donor-advised funds to gifting securities, we make generosity part of your long-term strategy.
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Business succession planning
Exiting your business is one of the biggest decisions you’ll make. Whether you’re selling, retiring, or passing it down to the next generation, we help you plan every step with care. That includes reducing taxes, structuring a fair handoff, and making sure your business continues to support your personal goals long after you’ve stepped away.
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Wealth transfer
Passing on wealth is about more than inheritance—it’s about preparing your family to manage and protect what you’ve built. We help you transfer wealth thoughtfully, with clear conversations, structured plans, and tools like trusts or staged gifts. The goal: to ensure your legacy is secure, understood, and meaningful for generations to come.
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Cash management
Cash flow is the heartbeat of any financial plan. We help you manage liquidity, reduce unnecessary costs, and keep money accessible when you need it most. From short-term investment options to integrated savings strategies, our cash management services ensure you stay flexible—without sacrificing growth or stability.
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Post-secondary education planning
Whether you're saving for your children or grandchildren, we help you make the most of education savings tools like RESPs. We ensure your contributions are optimized, your grant opportunities are maximized, and your education plan fits seamlessly into your broader financial strategy—so you can fund their future without derailing your own.
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