How we help

We’re here to be your guide - as your personal financial GPS, we help you navigate your finances and make sure you’re on track to reach your goals.

Your financial plan should be as unique as you

We don’t believe in a cookie-cutter approach to financial planning. “We Listen” to what you have to say, then we build a financial plan that’s customized to your situation. Whatever your destination may be - we help you get there.

We meet with you however you prefer

We are based in Ajax, Ontario, but our clients come from all across Ontario, so your location doesn’t matter. We love making road trips to visit clients in person, but also do virtual meetings with our clients by video conference. A lot of the work we do can also be done by email and conference call. Please note, we are only currently licensed in the province of Ontario.

Expect us to keep in touch

We don’t consider ourselves to be “salespeople” and we don’t believe in short-term relationships with our clients. Many of our clients have been working with us for over 25 years, through different stages of their lives and even across multiple generations. We will be there to guide you on your financial journey for years to come.

It’s not up to you to understand; it’s our job to explain it better

Finance can be a difficult topic and no one wants to feel lost - we feel as though we’ve succeeded if you leave a meeting with us knowing more and feeling better than you did before. We explain things in a way that makes you feel comfortable making decisions. We don’t overwhelm you with information; rather we give you the knowledge to help you in the decision-making process.

The services we provide

  • Personalized financial plan that is unique to you

  • Regular meetings and discussions to make sure you're still on track

  • Referrals to other service providers

  • Financial advice - we're always here to answer your questions

How we build your plan

We use Conquest Planning to build fully customized financial plans for our clients. These financial plans help you decide what’s important, what you want, and then the appropriate steps to reach those goals.

The products we offer to help you meet your goals

    • Registered Retirement Savings Plans (RRSPs)

    • Tax-Free Savings Accounts (TFSAs)

    • Registered Education Savings Plans (RESPs)

    • Registered Disability Savings Plans (RDSPs)

    • Non-Registered or Open Investment Plans

    • Locked-In Plans (LIRAs, LIRSPs, LIFs, LRIFs)

    • Corporate Accounts

    • Group Retirement Plans

    • *New* First Home Savings Accounts (FHSAs)

    • Mutual funds

    • Segregated funds

    • ETF Wrap Funds

    • Annuities

    • Guaranteed Investment Certificates (GICs)

    • Market-Linked GICs

    • Term Life Insurance

    • Critical Illness Insurance

    • Disability Insurance

    • Whole Life Insurance

    • Universal Life Insurance

    • Group Insurance

    • Health & Dental Insurance

    • Travel Insurance

    • Mortgage Referrals

    • Individual Securities Referrals

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Find out more about how we use our GPS Method™ to help clients reach their goals…

Ready to get started?

First, we’ll need to get an idea of where you’re at right now, so we can begin to fill in the gaps…

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Get your complimentary MoneyGaps financial snapshot

This questionnaire will help you find out where the gaps are in your personal financial life. We’ll follow up with you to discuss your results.

Book an introductory meeting now

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