Our mission:

To offer overall financial planning to successful entrepreneurs, business people, and seniors who have the economic means and desire to focus on their goals and appreciate the lifetime relationship we offer…

Financial Mapmaking

We provide a refreshing alternative to the product-focused approach taken by most financial services advisors. Instead, we focus on your specific needs offering a genuine long-term relationship to help you master your money.

We are Financial Mapmakers

We help you to design and create the financial map of your future.

This map represents your dreams and aspirations; each point of interest on the map represents a personal goal. It gives you the highest probability of achievement.

Then we will look for the "financial vehicles" to start the journey.

We find that most clients come to us having accumulated many different "financial vehicles", but few of them with any strategy or coherency.

We will take a look at the "financial vehicles" that you already have and see if they fit into the financial map we design together. If they fit we will keep them, but if they don’t we will try to improve or upgrade them.

You wouldn't usually start a long distance road trip with an outdated map, why should your finances be any different?

As part of our ongoing relationship, we will regularly review your progress.

Life changes; we want to ensure that we are on the right track every step of the way.

Why would you buy a "financial vehicle" before you design a financial map?


Recent Articles

World Reserve Currency Regime

Canadians, like many nationalities, have a home bias when it comes to investing.

Millennial Money Mistakes

Not Taking Saving Seriously

At the dawn of the millennium, there has been an alarming trend of “millennials” (people who have reached adulthood after the year 2000), who have not been gro

Redefining Retirement

Retirement used to mean a gold watch, a pension and spending time on hobbies or new pastimes. For some this may still be true, but times have changed and there are new realities that will affect how retirement will look in the future.

The largest segment of the population in Canada today, the "Baby Boomers", started retiring in large numbers a few years ago. Those born in 1947 are considered the first Baby Boomers and they reached age 65 back in 2012. Many were in position to retire immediately while some of their peers have had to postpone or scale back their retirement plans.

Syndicate content