Licensed Financial Advisor

Think of us as your financial coordinators. We help you figure out your goals and values, then create written plans to achieve them, plus we offer regular reviews to keep everything on track. Whether you’re preparing for retirement, managing investments, going through a life transition, or saving for an important goal, we have access to a network of professionals to ensure that every aspect of your financial life works together. We are also here to discuss life insurance, living benefits, and travel insurance to help you protect your greatest asset: yourself.

Accountants + Tax Professionals

Accountants, bookkeepers, and tax professionals help keep your financial records in order. They handle tasks like bookkeeping, preparing financial statements, and tax law. We often coordinate tax time, RRSP optimization, and other areas that help to minimize your tax bill or acquire/dispose of assets more efficiently. Licensed financial advisors and accountants work together to save you money by ensuring everything is reported correctly and optimizing your tax strategies. We specifically work with Gestalt Bookkeeping + Tax Prep for bookkeeping services.

Portfolio Managers

Portfolio managers focus on building and managing investment portfolios tailored to your short-term, medium-term, and long-term goals. They thoroughly research the market, evaluate investment opportunities, and offer valuable insights to help you create a well-rounded portfolio. We work with private wealth managers and multiple segregated fund providers that offer investment vehicles, such as RRSPs, TFSAs, RRIFs, and non-registered accounts. Together, we ensure that your investments are matched to your risk-tolerance and specific circumstances.

General Insurance Specialist

General insurance specialists cover a wide range of insurance needs, including auto, property, and liability insurance. They assess your risks and recommend policies that provide the protection you need. Their advice helps you understand your options, compare quotes, and select the best policies to safeguard your assets, ensuring you are well-protected in various aspects of your life. We don’t provide these types of insurance, but we know some great professionals that do!

Insurance Providers – Life + Living Benefits

We work with a variety of insurance providers to ensure that we find you quality coverage that suits your needs. This includes Critical Illness, Life Insurance, and Disability Insurance. We complete a full needs analysis, walk you through the application, and manage the process of explaining and delivering your documents, then meet regularly to ensure that the coverage provided still aligns with your needs.

Mortgage Broker

Mortgage brokers assist you in securing financing for property purchases by accessing multiple lenders. With their ability to shop around and understand different interest rates, loan terms, and application processes, they ensure you get the best possible mortgage, making homeownership more accessible and affordable. We work with several mortgage brokers to find solutions that fit with your financial plan.

Realtor

Realtors are your go-to professionals for buying or selling property. They provide market insights, negotiate, and manage the legal aspects of real estate transactions. With their knowledge of market trends and property values, realtors help you make informed decisions for purchasing a home, investing in real estate, or selling property. Real Estate decisions are significant to your overall financial plan and we are here to support those conversations.

Legal + Estate Professionals

We are VERY passionate about the importance of a current will and a detailed financial plan. We work with several lawyers and professional services that address the legal side of things, such as estate planning, wills, trusts, and probate. They make sure your assets are distributed according to your wishes and that the necessary legal documents are properly set up. Their guidance can also contribute to reduced estate taxes and smoothly navigate legal processes, ensuring your wealth is transferred to future generations just as you intended.

Psychologists + Divorce Support

We understand that you are a whole person and you may need support with emotional challenges in addition to financial ones. We collaborate with psychologists and divorce coaches to create informative educational content. We can’t specifically work with your Psychologist (for privacy and competency reasons), but we are happy to collaborate with your divorce coach so that they can support the emotions and divorce logistics while we refine your financial plan.

A network of professionals is essential for achieving financial well-being. Each member brings their own expertise to address different aspects of your finances. We act as the coordinator, to ensure that all these professionals work together seamlessly, and in alignment with your circumstances, values, and goals. By leveraging their combined knowledge and skills, you can gain financial clarity and know that every aspect of your financial life is taken care of. In addition to what we have listed, we have also connected clients with budgeting resources, debt consolidation, advice related to corporate structuring, and so much more.

Ready to take control of your financial future? Contact us today.