Passion Excellence Integrity
  • It’s Time to Have a Risk Management Review?

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    Unforeseen events could derail your wealth management strategy. Learn the risk factors to consider in your wealth management strategy.

  • Your Future is In Good Hands

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    Our goal is simply to help you live your dream - and we’ll do it with experience, passion and a commitment to an unrivalled client experience.

  • Take your first Steps to Financial Freedom

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    Creating a financial plan helps you set long and short-term life goals. Let our team help you to discover the true value of Financial advice.

  • Is Retirement closer than you Realized?

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    If you plan to retire within the next 10 years, there are number of decision to be made today. We will create a practical approach to making your retirement dreams come alive.

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    Latest Blog Posts

    Is your family business gaining from the capital gains exemption?

    31 March, 2016

    Planning the future of your family business can be difficult. Will your children make wise decisions? Will the market be forgiving if... More »

    2016 Federal Budget Highlights

    23 March, 2016

    This was the first Federal Budget for Finance Minister Bill Morneau and the newly elected Trudeau government. It tabled a number of... More »

    Is your RRSP on the back burner?

    Is your RRSP on the back burner?It’s easy to get distracted when saving for a far-off goal like retirement. But an RRSP offers many rewards, so it’s critical to stay focused and make the best use of this unique opportunity each year.
    fancybox-media https://vimeo.com/104642613
    Brad Smith and Laurie Smith
    Through combining modern day financial planning strategies with Biblical wisdom, we help families and individuals build, monitor and modify a Personal Financial Strategy to help them reach their goals and finish well.

    Understanding the Cost of Advice:

    As with many other types of services delivered, there is a cost for the value of financial advice. This is true regardless of the investment solution (or investment plan you may have).  ...Click here to watch!