Personal Financial Planning

personal financial planningMany people have a general idea of what they want financially out of life, but sometimes you need help knowing how to get there.  That's where we come in. Our experienced staff can review your financial situation and help in a variety of different areas:

  • Personal budgeting/cash flow management
  • Personal debt management
  • Decisions on RRSP's investments, TFSA's
  • Plans to save for new home downpayment or other major purchase (investments, trips, vacation home, etc)
  • Assistance with mortgage-refinancing
  • Insurance requirements (life/disability)
  • Plans for funding Children's education
  • Retirement and estate planning

We work with your lenders, investment advisor and insurance agent to develop a comprehensive plan that works for you. We also provide ongoing coaching and mentoring to help you stay on track with meeting your goals. We offer one-off meetings or ongoing sessions depending on your needs. Our fees are typically hourly rate based, but we can bundle them in with other business or tax services or offer fixed fee pricing at a predetermined rate. 

Our goal is to help you achieve yours.

Contact us to see how we can help achieve your goals.

* We do not offer insolvency or bankruptcy services, but in extreme cases can refer you a Registered Trustee in Bankruptcy or Debt Management consultant if the circumstances warrant.






Bridgewater (Head Office)






Barrington Passage