A Wealth Planning Strategy for our evolving lives in an ever-changing world.
Your financial needs and wants were likely quite different 5 or 10 years ago and they will likely be different 5 to 10 and 20 years form now.
That's why we developed and refined the Guidepost FORMula, which brings all the parts of your financial puzzle in one place, so you always know where you are and where you are headed.
Our comprehensive process includes:

 

Retirement Income Planning

Determining goals & objectives- How much do you need, and are you on track?

Canada Pension Plan & Old Age Security planning

Plan your income to minimize your taxes in retirement

 
 

Investment Planning

Customized portfolios to fit your goals and risk tolerance

Low cost, globally diversified, and easy to understand solutions

 
 

Estate Planning

Estate planning document review

Third-party trustee services

Estate & charitable giving planning

Multigenerational planning

 

 

Tax Planning

Income tax planning

Tax-efficient investing

Tax-loss harvesting

 
 

Insurance Planning & Risk Management

Protect the people you care about with options that offer peace of mind

Life insurance needs analysis

Disability insurance needs analysis

Long term care needs analysis

 
 

Progress Reviews

Proactive reviews to ensure you are staying on track to reach your goals

As your needs & desires evolve so will your financial plan