Resources

A Modern Way of Tax Efficient Investing (aside from RRSP)

Calling All Chiropractors, Physiotherapists, and Registered Massage Therapists

Let us help you find the money, that you are losing unwillingly and unknowingly to the taxman, and put them in your pocket instead.

Financial Empowerment in 3 Easy Steps

Step 1: Meet & Greet

**We want to know all about** your financial habits and goals! These insights allow us to develop a personalized plan based on your needs. We take an holistic approach to incorporate the "big picture" factors in your life that impact your wealth.
**This first meeting is a complimentary** and safe space for you to share your financial details. Go ahead and let us know all your goals, your concerns, and any questions you may have, so we can build a fruitful relationship together.

Step 2: Solutions Meeting

**After learning about** your objectives, we'll begin developing a solution to fit your needs. When you meet with us again during our second meeting, we'll have recommendations to help you achieve the goals that you shared during the meet & greet. We will walk you through how each solution addresses your specific goals, call out potential pitfalls, and show you a timeline so that you get a clear view of what your financial future holds.
**Afterwards, we get to** the fun part, implementing the plan so that you start seeing results! Depending on your needs, this is where we may interact with other people in your financial life such as your banker, accountant, or lawyer. Every component of your financial health can work in concert and thus yield the best results for you.

Step 3: Wealth Planning and Maintenance

**Are you buying a** new house, having a baby, or getting a promotion? As your life changes, let us know, and we'll adjust your plan so that your solution is always in alignment with your life plans. Aside from our regular semi-annual meetings, we'll also continue monitoring your progress towards your goals.

Yes, We Can Help You With That

Debt Management

Do you feel like you’re never going to get out of debt? Whether they are student loans, credit card debt, or anything else, we can help you create actionable steps to mitigate your payments. Let’s lift that weight off of your shoulders once and for all.
Cash Flow

Does it worry you to think about the money that’s coming in and out of your account? Ever wonder how much of it actually needs to be there for your business to function properly? Having money set aside for taxes is great, but it can do so much more for you than just sitting in your savings account. Let’s talk about how we can make your money work for you.
Tax Planning

Taxes. One of the biggest headaches that happens once a year, am I right? It doesn’t matter if you’re just starting out, experienced in the field, or a clinic owner. We have tailored solutions for every situation that will help minimize your taxes and keep more money in your pockets at the end of the day.
Unforeseen Emergencies

Sickness, disability, or even premature passing are all unforeseen circumstances that could happen to you. In times like these, wouldn’t it be nice if you had a solution that didn’t eat into your savings in a Health Emergency Situation? What we prepare you for is called Risk Management.
Investments

With so many different investment options floating around on the internet, it can get pretty overwhelming to know which one strategy is the right one for you. Our process helps you determine the best vehicle to your financial wealth and security.
Retirement Planning

Saving for retirement can seem hard, but it doesn't have to be! Let us help you grow your nest egg faster and in a way that aligns with your short term finance objectives too. Let’s talk about building passive income, so you are safe to retire, at any age.
Estate Planning

Want to plan for the next generation? There are ways that you can bypass probate, and put money in the hands of the people you love immediately! When estate planning is done right, there is no mess, no fuss, and no worries.
Corporate Tax Planning

Do you own a corporation in Canada and do you want to invest your retained earning, or set money aside for your family once you're gone? We can help you out in the most tax efficient way. You could be missing out on big savings opportunities with the Corporate Wealth Transfer Strategy and more! Maximize all your corporate tax planning benefits so you can keep more in your family’s pocket.
Charitable Giving

Reduce your tax burdens while giving back to your favourite charity. This is one of our favourite tax strategies because it is truly a win-win situation for everyone. You can start today by maximizing your charitable gifts and minimizing your tax payable with this strategy!