Financial Decision-making through Life Changes

Life happens - and when it does, it often results in changes to your financial circumstances.

An important part of our working relationship with you is understanding how your life changes impact your financial circumstances and guiding you through those changes to ensure that you are positioned to take advantage of opportunities and to weather the challenges.  We consider your needs today, in the near future and in the long-term to ensure that your strategies are sustainable.

 Career and work

 Buying a new home or business

 Lifestyle and leisure

 New marriage/common law partnership

 Health and wellness

 Special needs


 Ageing and long-term care


 Blended families