Services
Developing your financial future involves building a solid foundation in several key areas.
Our years of experience handling all areas of the financial sector are crucial to your success, as is the network of professionals we rely on to offer specialized expertise.
Whether you’re just getting started, or have already started with someone else, there’s a place for you here. We’re happy to review the foundation you’ve built with other professionals and give feedback, or start a personalized, current, and comprehensive strategy from scratch that moves you closer to your goals.
Investment Management
There is an investment solution out there that works perfectly for you and your life. It’s our job to get to know you and find the perfect mix that will help achieve your goals. Once we have your investment strategy established, we’re actively keeping an eye on opportunities and making adjustments that work for you.
Our philosophy when it comes to investments is essentially conservative in nature. Operating within your individual risk profile, an investment portfolio is structured to achieve long-term growth without undue risk. We put the work in, so we sleep as soundly at night as you will knowing your portfolio is where it needs be.
"When I left my union job to start my own business a few years ago, that meant I needed to reinvest my pension to a private plan. This was very unfamiliar territory for me and I was understandably nervous. Mark helped me through the process and has ensured that my future is safe and secure, even in these uncertain times. Knowledgeable, professional, and always available, Mark has been amazing in keeping my investments strong and growing for my retirement."
Mary Dawn Robertson
"The degree to which Mark dedicates himself to understanding both our family lives and our lives as business owners is something we haven't found anywhere else. Having been by our side for over fifteen years, he has helped us financially navigate pension issues, corporate tax planning for multiple businesses and a host of life changes. He works with most of our family members too, so he has an in-depth understanding of our core values and goals for the future. Mark is there whenever we need him, at a moment's notice, and puts our mind at ease through complicated financial situations and important decisions."
Luke & Roberta Kilpatrick
Tax Planning
Tax planning (and minimization) is a key component of succeeding financially. We look closely at strategies such as income splitting and family trusts to find the benefits in your unique situation that can best minimize taxes. We’ll identify every tax benefit available to push you closer to your financial goals.
We’re also always communicating with you to paint a full picture of your current financial and life situation. This helps us adjust to changes and minimize the taxation on your income each and every year.
Estate Planning
Let’s be honest. Two things in life are guaranteed – death and taxes. A significant amount of planning goes into what happens to everything you’ve worked your whole life to build when that time eventually comes. We’re here to help make sense of all the details pertaining to your estate, ensuring you have peace of mind that your assets and your beneficiaries are left in good hands and with a clear plan.
We identify how to best convey your estate to your beneficiaries, while also planning to minimize taxes and the role of probate. The goal is to make this eventual process as simple as possible, while protecting your estate from heavy tax burdens. This leaves more of your assets in the hands of your loved ones.