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Since 1995, we bring years of experience to provide you with sound, reliable financial advice to help you achieve financial independence & peace of mind.

A dream without a plan will always be just that: a dream.

Our focus is to build a plan to achieve your dreams by sharing our knowledge and expertise on investments, tax, estate, education and retirement planning. We bring a variety of products, service, and advice to the table while keeping the emphasis on your long-term goals.

One of the things we are most proud of is providing you with the confidence that comes from knowing that your plan is taking shape and the peace of mind that comes from knowing your dreams will be achieved.

It starts with your dream, we build the plan and together, celebrate the achievement.

Better Business Bureau Accredited Business - IPC Royal Oak

Let us help you plot a path!

Choose to work with us and you’re choosing a relationship. One in which personalized attention and an understanding of your specific goals is our springboard.

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Andrea Somers

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Jennifer Huizinga

Client Services Manager

Take Control of your Retirement Income

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20 November, 2018

Simple RRSP Strategies

RRSP’s are a key retirement planning vehicle. Our e-book provides three helpful strategies for taking full advantage of your RRSP contribution room.

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6 November, 2018

Understanding your Net Worth

Just like going to the doctor to assess your health, tracking your net worth on a regular basis is an essential aspect of your financial well-being. What would a che

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4 October, 2018

Business Succession Planning 101

Selling a business or passing it on to the next generation can be the most important financial event in an entrepreneur’s lifetime. But Canadian small business owner

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24 September, 2018

Expert Estate Planning: Leaving a Lasting Legacy

Expert Estate Planning: Leaving a Lasting Legacy is an eBook that will walk you through estate planning. Starting with what is estate planning and why it’s important

 

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