What We Do?

In general usage, a financial plan is a series of steps or goals used by an individual or business, the progressive and cumulative attainment of which are designed to accomplish a financial goal or set of circumstances, e.g. elimination of debt, retirement preparedness, etc. This often includes a budget which organizes an individual’s finances and sometimes includes a series of steps or specific goals for spending and saving future income. This plan allocates future income to various types of expenses, such as rent or utilities, and also reserves some income for short-term and long-term savings. A financial plan is sometimes referred to as an investment plan, but in personal finance a financial plan can focus on other specific areas such as risk management, estates, college, or retirement.

Tax Deductible Mortgage Program

Canadians pay a high amount of tax compared with other developed nations. Most of us don’t even mind paying tax if we get the services we pay for. Today however, we see our social safety net, universal health care, education and even emergency services straining and possibly failing if the media is to be believed. Government spending scandals are relatively frequent and it is my opinion that most Canadians have lost confidence in their elected politicians to manage our public finances

It is literally raining taxes!

A PERSONAL PENSION PLAN THAT FUNDS ITSELF!

These days, many people are interested in real estate as an investment. The idea is to arrange a mortgage, buy a house and rent it out. Over time, the rent is supposed to pay off the mortgage. The rental income continues on and acts much like a pension for life.

Of course owning an income property is never that simple. Typically an individual would need 20% as a down payment. Repairs, maintenance, property taxes and shortfalls have to be paid. Finally, tenants have to be found who will pay their rent on time and respect the property.

Our Featured Services
Learn more about the tax deductible mortgage program for Canadian homeowners. You can pay your mortgage off sooner and build an investment portfolio
Learn More!

Flexibility

Each of our clients are different and just as important as any other. Due to the nature of each situation results and solutions vary.

Markets

We study the markets on a regular basis to ensure that we get the best results. Global factors can make a difference locally.

Personal

You can set the pace. We can tailor each clients needs based on their goals. Get the best deals possible.

Financial

Financial services and market gains. Learn what we can do to help build your investment portfolio. Aim high, hit high.

Sensible

Tailor made results on a client basis. Working with you to build the best portfolios. Tax service and financial gains.

Supportive

We are here for you! Our goal is to bring as much ease and comfort as we can into all our meetings with clients.