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You wouldn't usually start a long distance road trip with an outdated map, why should your finances be any different?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

Market Highs vs Your Goals

As equity markets in Canada and the U.S. make new highs on an almost daily basis, as of late June and early July, many investors have expressed increasing anxiety about a possible "correction".

Added Costs of Caring for Elderly Parents

Statistics Canada reported in 2007 that most eldercare (75%) was provided by those between 45 and 64 years of age. These Canadians, often called the sandwich generation, are increasingly finding themselves spending their own savings to care for their elderly parents, while giving money to their kids for university and trying to save for themselves.

What if I Can't Look After My Affairs?

Clarke owned a small business that employed three other people besides him. He had sole signing authority on his business bank account, and personally had a joint mortgage on his home with his wife, Lois. His car was registered in his name only. Clarke was generous with gifts on special occasions and holidays for his children and his wife, and supported several charities on a regular basis.

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