To get ahead financially and personally...
begins with a
Simple Visual Plan


Why Visual? Most people will remember ...

 
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The success of Visual Financial Planning...

Our modern world with great advances, has made our world primarily visual, so why not our Financial Plans. We have challenged ourselves as financial planners to adapt to this modern world where time and effort are becoming the valuable commodities.

Stefan and team are designers-at-heart, who crave the process of simplifying clients' complex financial worlds into smart and empowering visuals.


If you had to choose one, which report would you choose?

 

Click to Enlarge...

Click to Enlarge...

 

“A picture can be worth a thousand pages”


Supporting people so they can make their best choices...

Russell is a teacher-at-heart, who would love to share his 25+ years of financial knowledge with you.

Planning is the fundamental skill that helps people get ahead. We can help you enjoy life today and not run out of money in the future.

Our clients are captivated by the simplicity of their Visual Financial Plan - a plan to get them where they want to be today and tomorrow.


The Importance of Measuring Progress...

The Profit Tracker:
We regularly measure your financial progress. Do not be fooled by lots of numbers, complex graphs, stacks of papers etc.

Keep reporting simple:
All measures are best to be designed in what is commonly referred to as 'open source'. This means that if you want to be sure the reporting is accurate you can validate it yourself or by a trusted source.

 
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See Your Income Grow & See Your Wealth Grow...

True enjoyment comes from reaching the next level of lifestyle you can afford. Seeing your wealth and income increase helps to have a stronger and more positive view of what the world can offer.

It is always satisfying to look back and see how far you have come. This ability to look back is even more important when markets falter or life events intervene. 

 
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Protect Your Wealth & Protect Your Future Income...

Life is uncertain:
You work hard over many years to grow your wealth, and for some, how quickly it can be used up or lost to uncontrollable life events such as disability, loss of life, stock market failures, loss of job, natural disasters, dishonesty, etc...

Minimize Financial Risk:
You can never protect for every possibility, however, you can minimize the odds and keep risk - confidently - under control. 

 
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What we offer

We have several Financial Strategy Plans that can be complemented with a large variety of products* we have available. Depending on the complexity of a clients plan we offer the following:

The Progress Plan
The Financial Freedom Plus Plan
The Success to Significance Plan


Strategies and products that we manage
for families for Small Business 

Strategies and products that we manage
for Families

Cashflow:
Cashflow training (learn how to manage your money)

Debt:
Debt Consolidation (learn how to to become debt free)

Tax:
Income Tax Preparation

Account Types:
Registered Retirement Savings Plans (RRSP) 
Registered Education Savings Plans (RESP)
Tax Free Savings Account (TFSA)
In Trust Accounts (ITF)
Registered Retirement Income Funds (RRIF)
Locked-in Retirement Account (LIRA)
Locked-in Income Funds (LIF)
Non-Registered (Open)

Investment Types:
Private Client Equity - Managed Money
Exchange Traded Funds (ETF)
Syndicated Mortgages
Guaranteed Investment Certificates (GIC)
Insurance (Life, Disability, Critical Illness, Long-term Care)

Retirement Planning:
Retirement Projection Software

Legacy:
Charitable Foundations

Business Benefits:
Group Insurance
Group Benefits
Health Spending Accounts

Employee Benefits Plans:
Deferred Profit Sharing Plans
Defined Benefit Plans

Corporations:
Incorporation plus...

  • Holding Companies

  • Family Trusts

  • Succession Plans

Tax:
Corporate Tax Filing