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Financial Planning

Working with individuals, families and business owners in helping them accumulate, grow, preserve and transition wealth tax efficiently so as to experience the most from their wealth” ~ Marie DeLauretis

Personal Financial Planning  fees starting at $3,000 CDN per person

Includes:

  • Determining goals
  • Cash Flow & Debt Management
  • Retirement Planning
  • Tax minimization and efficiency
  • Investment Examination & Assessment (accumulation, growth, protection and transition)
  • Insurance Planning/Risk Management (income and asset protection)
  • Estate Planning concerns

Corporate Financial Planning fees starting at $4,000 CDN for personal financial planning with a corporation.

Includes:

  • Everything included on the Personal Financial Planning page
  • Cash Flow and Corporate Financials
  • Succession of Business
  • Review of Buy/Sell Agreements
  • Insurance Planning/Risk Management