Business Owners

Achieve your financial goals.

Families

Achieve your financial goals.

Investing With Purpose

I do not think that the advisor/client relationship should only be built on “dollars and cents.” Rather, it should be a partnership built on mutual trust. The stronger our partnership is, the more likely it is that my clients will achieve their long term financial goals. I am seeking more than just a typical advisor/client relationship with the families that I represent. I am seeking out long term partnerships with families committed to their long term financial success.

Business Owners

Strategies to help increase your personal cash flow, keep key employees, and protect your business.

 

FAMILIES

We provide strategies to help families accumulate and protect their wealth.

CHIROPRACTORS AND OTHER HEALTH CARE PROFESSIONALS

Helping you achieve your financial goals through tax efficient investment planning.

Latest News

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

Tax Lines to Look Out For on Your 2025 Canadian Tax Return

The 2025 tax year brings a lower federal tax rate, higher contribution limits, and several eliminated credits. From the new Canada Disability Benefit to changes in CPP2 and capital gains rules, here are the key lines to watch when filing your 2025 Canadian tax return.

Ontario Budget 2026

Ontario Budget 2026

The 2026 Ontario Budget brings major changes for small business owners, home buyers, and investors. From a cut to the small business tax rate to an enhanced HST rebate on new homes, here is what you need to know and how it could affect your finances.

Manitoba Budget 2026

Manitoba Budget 2026

Manitoba’s 2026 budget proposes removing the provincial sales tax on additional food and beverages at grocery stores, increasing tax credits for renters and homeowners, and investing billions in healthcare and infrastructure. Here is what the changes mean for your household and your business — and when they take effect.

2026 Canada Money Facts

2026 Canada Money Facts

2026 Canada Money Facts – Get the latest TFSA, RRSP, FHSA, CPP, OAS, and RESP limits. Stay informed on savings, pensions, and benefits for the year ahead!

Alberta Budget 2026

Alberta Budget 2026

Alberta’s 2026 Budget maintains current income tax rates but introduces new levies and higher education property taxes. Here is a clear summary of the key measures affecting families, business owners, and taxpayers.

B.C. Budget 2026: What It Means for You

B.C. Budget 2026: What It Means for You

The B.C. Budget 2026 introduces a lowest tax rate increase from 5.06% to 5.6% on the first $50,363 of income. PST will now apply to accounting, engineering, and strata fees. Property taxes are rising for luxury and rural homes. However, a new $6,000 disability benefit and doubled volunteer credit provide some relief.