Services for Working Professionals
Make it Count
As a valued employee, a predictable income stream is the most powerful asset you have to plan for your desired financial future. You’re an expert at your job. We’re skillful at ours, and have the experience and knowledge to help navigate the financial landscape on your behalf so you can focus on your life and career. These are our core services for you:
Minimizing Taxation
Our experience has taught us that most working professionals, unfortunately, are paying far too much in taxes. The common belief is that the employer and government have these numbers set in stone. We’d love to show you just how much you’re overpaying.
Optimizing Benefits
Whether we’re talking about commonly known government benefits like RRSPs and TFSAs, or tougher needles to thread like effectively leveraging employer programs, our aim is to choreograph all the moving pieces to keep more money with you.
D.A.L. Mapping
As you navigate your career path, situations and goals evolve. We work with you to map out the journey from Debt-Repayment, Accumulation, and Lifestyle-Design and proactively move the chess pieces around so that reality matches your expectations. See Life Stages!
Over the past 30+ years, it never ceases to amaze us just how much working professionals are shortchanging from themselves, their loved ones, and their financial futures. Regulations and employment situations are all fluid when it comes to personal finance, and we’ve seen it all. Want to learn how your unique set of circumstances open up the door to so many financial opportunities, whether you’re changing careers, facing lay-off, or nearing retirement? We should talk. No pressure; no sales; just clarity for you to make better choices immediately.