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You wouldn't usually start a long distance road trip with an outdated map, why should your finances be any different?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

It's One Economy

During the depths of the credit crisis of 2008, a commercial real estate agent (who dealt with office buildings and industrial buildings) noted what a shame it was that the public stock markets were doomed. He implied real estate offered better stability and prospects as an alternative investment.

Wealth Transfer Tips

Slowly but surely wealthy Baby Boomers’ thoughts are turning towards their own mortality as they watch their parents age and pass away. Much as they would like they cannot escape the inevitable march of time. And with that realization comes the task of preparing to pass along the family jewels and wealth to the next generation(s).

When Should I Start Receiving CPP?

The rules for the Canada Pension Plan allow you to start receiving retirement benefits as early as age 60 instead of waiting until age 65. You can also choose to wait until age 70. You lose about one half of one percent of the age 65 pension for each month you start before your 65th birthday, or gain it for each month it is delayed.

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