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It is amazing that so many people work hard for their money, yet put little time or effort into directing the financial futures of their families or businesses. Organizing one's own finances is a daunting task, and mistakes can be very costly. Everyone needs sound financial advice and competent assistance to implement an integrated financial program.
We listen closely to our clients ensuring we recognize and address your individual needs. With this information we implement and maintain a customized financial map that recognizes your evolving financial situations through one-on one meetings, regular reviews, and ongoing personal advice.
Drawing on a team of experts, we also offer insurance, insurance audits and estate planning. Please contact us today to arrange a complimentary consultation.
2016 TFSA Contribution Limit
The Tax Free Savings Account (TFSA) annual contribution limit has been changed to $5,500. For more information on TFSA's, please click to view Taking Advantage of the TFSA.