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Live Life You Richly Imagine

We Put the Care in Financial Care

Wealth Management Services in Western Canada

Protect your farm. Your legacy. Our team plan for what is important to your family & successors. Be prepared.

Our team, your success. We are your personal financial support team for your investment, tax, risk management, retirement and estate planning needs.

You have a vision for your retirement, but don’t know how much you need, Or how long it will last? We have a plan, and the answers to your questions.

Business owners are faced with a unique set of financial challenges deserving special attention and care.

Farmers & Ranchers

Protect your farm. Your legacy. Our team plan for what is important to your family & successors. Be prepared.

Professionals

Our team, your success. We are your personal financial support team for your investment, tax, risk management, retirement and estate planning needs.

Retirees

You have a vision for your retirement, but don’t know how much you need, Or how long it will last? We have a plan, and the answers to your questions.

Business Owners

Business owners are faced with a unique set of financial challenges deserving special attention and care.

Testimonial

Please call or email us for your complimentary review of your personal or business matters, all at no obligation.

What we do.

Our team is committed to improving the bottom line outcome(s) of all working members of the Canadian family through the Value of Advice. This is what separates us from other financial institutions.

We will provide a comprehensive complimentary review of your current situation which will complement the work your accountant or other professionals provide to ensure your best interests are served.

EDUCATION/ DISABILITY

ESTATE PLANNING

CASH MANAGEMENT

HOME
OWNERSHIP

RETIREMENT
PLANNING

WEALTH MANAGEMENT

INSURANCE

TAX
PLANNING

Why Us?

Experience our synchronized approach to financial planning

Our synchronized approach to financial planning involves having an open conversation with you about your real-life plans, and uses a variety of strategies based on your current financial picture to help you achieve them.

We understand that all of your financial needs are interconnected, and we treat them as such – from investing and managing debt; to making sure you only have the insurance you need; to paying as little tax as possible.

We see your whole picture, and the result is a more thorough, well thought-out synchronized plan that gets you the biggest financial impact, both now and in the future. Because of this, our financial planning process goes deeper and across more parts of your financial life, to build a lifelong relationship with you.

Think of us as your personal financial support team

Farmers
& Ranchers

Protect your interests, protect your farm

It makes good business sense to protect your greatest assets – yourself and your ability to generate an income from your farm operation, a key business partner and your family.

Professionals

Your success deserves special attention

By working with us, professional clients receive a unique combination of investment, tax, retirement and estate reviews. As a financial professional running my own practice.

Business

Financial intelligence for business owners

While your business is doing well, you can’t afford to lose sight of the fact that one can never take things for granted. You need to think about protecting the business and its assets from a variety of factors that could harm your future prospects.

Retirement

Don’t simply retire from something;
have something to retire to

The world of work has changed and you’re leading that change. In ever-increasing numbers, members of the baby boom generation are rewriting the definition of retirement by exploring phased retirement.

We put the Care in Financial Care

Get started today and give us a call!

We want to hear from you.

You deserve the value of a personal, lasting relationship.

Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.

We look forward to working with you to help you achieve your lifelong financial goals.

Preferred Contact Method

I am a self – employed professional, looking forward to my retirement dream.As a busy professional, I did not have the time to look after financial affairs and assumed my investment advisor was all I needed. Much to my chagrin, I was not receiving the full benefit of advice. William and his team developed a comprehensive financial plan which simplified the complexities of my situation and updates my plan on a regular basis.For the first time in my life, I now have a financial roadmap, and the peace of mind knowing; I will be okay.As a result, I now can enjoy what is important to my family and me. I am pleased to say that I consider William and his team as part of my family.
-JS
Professional
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