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Wealth 2018-12-13T13:46:38+00:00


We believe that having an independently prepared financial plan is essential to taking control of your future. For anyone with a business or personal wealth over $1 million, a plan that covers all aspects of your finances will ensure you will achieve financial independence.

We work with you and your investment adviser to implement any plan we create together. As planners, we work independently for your benefit. We have no axe to grind as we are not selling an investment product and are not remunerated by commissions based upon what we sell. Our fee to you is for our knowledge and experience in designing a financial plan.

We would be pleased to meet with you to discuss your needs today and your goals for the future. We can help determine which of the following plans is best suited to your needs:

  • Personal financial planning
  • Retirement planning
  • Estate planning
  • Education planning
  • Insurance planning


Succession Planning

Everyone who starts a new business will one day exit from that business. Succession planning is the organized approach to an exit strategy that begins from day one of the business. Unfortunately, few business owners and entrepreneurs consider an exit strategy until it is much too late.

When people think of succession planning they think of the most obvious situation of a parent passing a family run business to an adult child. However, succession planning is much more than that and proper planning at a very early stage can ensure that your exit generates the greatest financial return possible. This is true even for the sole owner with no saleable goodwill. Everyone needs an exit strategy that guides their short and long term business planning to maximize your return.

Every business decision is an investment decision that will either add or subtract value. That’s where we can help. The experience we have gained from our many years working with or as business owners gives us a depth of knowledge and understanding of the needs of a business. Our philosophy is a combined approach that aims to maximize value and minimize tax expense.

We work with our clients on succession on an ongoing basis, providing advice on how to:

  • increase the value of your business
  • prepare it for an intergenerational transfer
  • prepare it for sale to employees or third parties
  • build and extract wealth tax efficiently when a sale of goodwill is not possible or practical

If you would like to discuss succession planning or just obtain a second opinion… then call us, we would be pleased to share our success with you!