How did you react during the 2008 downturn?
How about in 2020 with the Covid-19 pandemic?
How did your advisor react?
Are you worried about your portfolio
running out of money in retirement?
How can you make money even
during the current range-bound financial markets?
What are you trying to achieve with your
investment portfolio?
What’s the best way to financially help your
children or grandchildren?
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Why us?

For over three decades, our clients have benefitted greatly through our customized approach resulting in measurable tax savings and effective estate preservation/maximization solutions through the generations.

We help answer questions that matter to your family or family business.

Families

  • Do you know if the life coverage you have is too little, or too much?…
  • In what order of investment portfolios should you draw income from your various investments in retirement?
  • Mortgage insurance* or personal insurance*… what is the best option?
  • Have you analyzed what strategies may be available to minimize your taxable income while maximizing retirement income?
  • Should you insure* your children?
  • How can you ensure retirement income for life, regardless of the direction of the financial markets?
  • What is the difference between Critical Illness Insurance* and Long Term Care insurance?*
  • Are you in danger of getting your OAS clawed back? What can you do about it to get it back?

Family Businesses

  • What is your exit strategy for your business? How do you expect to transition out of your business and take money out on a favorable basis?
  • What have you done to safeguard personal and business assets from creditors?
  • What are you doing to organize your business and personal assets in a tax-efficient manner?
  • What have you done to split income, dividends, or company ownership with a spouse or life partner?
  • How can you use your company to fund your child’s education?
  • How to maintain healthy family relationships while dealing with money issues?
  • Do you have a properly designed buy-sell agreement in place?