We meet clients at their office or business, by video, or by phone across Burlington, Oakville, Mississauga and Hamilton. Many first conversations start with a call to 289.339.8100.
Financial Advisor in Burlington, Ontario
Financial Planning for Burlington Business Owners and Families, Made Clear.
Corporate tax strategies, insurance and group benefits that work together. We help incorporated owners and families across Burlington, Oakville and Mississauga decide with confidence, alongside their accountant.
Based in Burlington, Ontario
Serving Oakville, Mississauga & Hamilton
What We Help With
Coverage and planning for individuals, families, and businesses
Four areas of advice under one roof, so your plan works together.
For families & business owners
Insurance
- Life insurance
- Critical illness
- Corporate life insurance
- Estate & succession
Group Benefits & Pensions
- Health & dental
- Disability & group life
- Group RRSP & DPSP
Investments & Wealth Management
- Investment planning
- Retirement planning
- Corporate & personal wealth
Corporate Tax Strategies
- IPP & RCA
- Corporate-owned life insurance
- IFA & IRP
Burlington · Oakville · Mississauga · Hamilton
Serving Cities Across Ontario
Burlington-based, with clients across the region. We come to you.
Where we meet
At your office or business, by video, or by phone. Serving Burlington, Oakville, Mississauga & Hamilton.
How We Work
Clear advice. Practical coverage. No pressure.
1. Understand
We learn about your family, business, team, budget, and current coverage.
2. Compare
We walk through the options in plain language so the tradeoffs are clear.
3. Choose
You get clear recommendations and decide on your own timeline.
4. Review
As life or business changes, we revisit the plan so it stays aligned.
For Incorporated Business Owners
Coordinated planning for retained earnings, retirement, and estate
Incorporated owners face layered decisions. Retained earnings, passive income, retirement, estate, and succession all need to work together rather than in isolation.
Structures we explain
- Split Dollar Critical Illness
Common Questions
Common questions from Burlington clients
We start by understanding your family, business, budget, and any coverage you already have. From there we walk through the options in plain language so the tradeoffs are clear. You decide on your own timeline, and there is no pressure to move forward.
Yes. Incorporated owners often need their retained earnings, retirement, estate, and insurance planning to work together. We explain the available structures in plain language and work alongside your accountant, lawyer, and other professional advisors so each piece is reviewed by the right specialist.
Book a Consultation
Ready to start?
A short conversation is the easiest way to see whether we are a fit for your situation.