Our clients are engaged in their success in many different ways, but all have an eye on where they want to go. Their financial situation is the foundation upon which they are building that future.
You would not take a trip, without knowing where you wanted to go, and how you were going to get there...
Everybody needs a plan—what's yours?
is a process driven by discipline and focus.
Thoughtful planning will uncover your valued objectives, verify your targets
and then round out the rest of your financial architecture.
- Wealth & Retirement Planning
- Transition Planning
- Tax and Cash Flow Analysis
- Estate & Legacy Allocation
- Succession Planning
- Corporate & Financial Planning
"I appreciated Jamie’s decisive and fact based approach in developing my financial plan. Jamie not only educated me on the thinking behind his recommendations but he also encouraged my input and was always prepared to discuss other alternatives to achieve my goals."− Barbara Czyzowski , Toronto
"Jonah's careful advice and considerate counsel have helped me consolidate my investments and plan for the future. He is efficient, informed, honest, and resourceful. I highly recommend his services."− Robert Kozinets, Toronto
"Jamie has been instrumental in helping me with all aspect of planning. He’s gotten to know me well and, working in close connection with my accountant, I feel that he genuinely has my family’s best interests at heart."− Tammy Johns, Strategy & Talent
"Jonah’s planning support was thorough, insightful and very helpful to me. I have recommended that several friends with similar planning needs work with him. I look forward to working with Jonah again soon."− E. Marrs, Toronto
The Fundamentals:There are four primary elements we must consider as we work to define the fundamentals of a sound financial plan...