Overview

Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life. Kelsey Boudreau and Marilyn Giesbrecht, both Certified Financial Planners and Registered Retirement Consultant's, work within your existing tax and legal team for a truly personalized and collaborative route to ensure all your tax and family goals are covered. Optimizing your retirement We’ll help manage the risks of retirement, preserving the capital you’ve built and creating a tax-efficient income stream to support your needs and goals. Maximizing your business success From optimizing corporate investments to business succession planning, we implement strategies that synchronize and enhance your personal and business needs. Sharing your wealth Establishing how to share your wealth will allow your legacy to live on for the people and causes you care about, including philanthropy, charitable giving, and intergenerational wealth and estate planning. We manage the complexities of your wealth to enhance your financial well-being. As your financial life evolves, our proven approach simplifies your overall financial picture.