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You wouldn't usually start a long distance road trip with an outdated map, why should your finances be any different?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

Pay Down Debt or Retire in Comfort?

Increasingly, consumers in major Canadian cities such as Calgary, Edmonton, Vancouver and Toronto, are faced with a dilemma of how to best manage their cash flow in the face of record mortgage and consumer debt.

But I'm Invincible

Most people have a false sense of security by believing that they will not be victims of a critical illness like cancer, heart attack or stroke; and if they are, that the healthcare system will look after them. Nothing could be further from the truth.

The reality is, according to the Heart and Stroke Foundation, that 1 in 4 Canadians will contract some form of heart disease in their lifetime, and one third of stroke victims are under age 65. The Canadian Cancer Society says that approximately 6,500 cancer victims this year will be between the ages of 19 and 39. On top of that, waiting times to get treatment is one of the top concerns of Canadians today.

Tax Avoidance Strategy: Pension-Splitting

One out of every three workers is covered by a registered pension plan (RPP).

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