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Skip to main content SEARCH * Contact Us * Protecting your family No financial strategy is complete without a plan to protect loved one from financial loss. * Established Family Families with older children need a wise cash flow management plan to help contend with rising expenses. * Your investments Wise asset allocation and careful investment selection are key to a well-balanced portfolio. * Your Legacy A detailed estate plan creates a legacy that can benefit your heirs in many ways. * Your Retirement Retirement today comes with many possibilities. We can help you make the most of every opportunity. * Young family A wise financial strategy can help keep a growing family on track during all the "growing-up" years. * Retiree Careful planning can help ensure the highest income level to make your retirement dreams a reality. * Starting Out Starting out with a firm financial foundation is a great strategy for building a solid relationship. * Your child's education Few things in life are more rewarding than helping the next generation get a great education. * Single When life situations change a good financial strategy can help to lower the stress. * Income Tax Planning Minimizing taxes through carefully planning is one of the most powerful financial strategies available today. * Running a Business Running a successful business can be one of life's most rewarding experiences. Running a Business Established Family * About Us * How We Help * Protecting your family * Your investments * Your Retirement * Income Taxes * Your Child's Education * Your Legacy * Running a Business * Life Stages * Starting Out * Young Family * Established Family * Retiree * Single * What We Do * Financial Planning * Retirement Planning * Estate Planning * Tax Planning * Portfolio Analysis * Insurance Analysis * Resources * Calculators * Financial Library * Life Planning * Gov't Site and Forms * E-newsletter * Contact Us NURTURING YOUR WEALTH You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of. We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients. The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you. And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future. Please click here to contact us for assistance with any financial questions. LATEST NEWS DO YOU SOMETIMES HAVE MORE MONTH LEFT AT THE END OF YOUR MONEY? Feb, 12, 2024 Does any of this sound familiar? I have debt, but also want to save for my future. I’m not sure where my money goes at the end of the month. I’m nearing retirement, and I’m not sure if there is anything more I can do to prepare. I make great income, but I feel like I should get more out of it.... Read more PERSONAL FINANCE & JOB TRANSFERS Feb, 12, 2024 These days, having a career presents many more new rewards and challenges than it ever used to. What we used to take for granted – including our work location – can sometimes change dramatically as companies continue to change and adapt to new economic situations. This can be great for a business... Read more MAXIMIZING YOUR RETIREMENT Feb, 12, 2024 Bob and Lisa are wondering just how their retirement will turn out. After all that's happened over the past few years, their RRSP accounts haven't grown as much as they had expected. Even in the best of times, they weren't saving as much as they could have been, at least for all their post-... Read more Play Current Time 0:00 / Duration Time 0:00 Remaining Time -0:00 Stream Type LIVE Loaded: 0% Progress: 0% 0:00 Fullscreen 00:00 Mute Playback Rate 1 Subtitles * subtitles off Captions * captions off Chapters * Chapters SUBSCRIBE TO OUR NEWSLETTER Click Here for Current Issue * First Name: * Last Name: * Email Address: Email marketing by AdvisorNet Communications Inc FREE CONSULTATION Click to Book a Free Consultation * * 420 Weber St N Waterloo, ON N2L 4E7 * Click for Map * * CALL US AT (519) 725-8311 * FOLLOW US * * * * * * * Disclaimers * Privacy Policy © Copyright 2024 AdvisorNet. All rights Reserved. ShareThis Copy and Paste