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Financial Planning

Figuring out how to invest on your own isn’t always easy.  Let’s get together for coffee and talk about how we can take your investments to the next level. As we develop a better understanding of your current financial position, we will approach your situation by planning around your specific wealth goals and dreams. This planning process considers items like: education savings plans, retirement goals, taxation and life expenses (current lifestyle), estate planning and overall wealth protection. 

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Investment and Retirement Income Planning

Throughout life, your goals and priorities undergo many shifts. We understand this, and its why we believe investment planning is crucial at any life stage.

We'll look after your investments to ensure that it always aligns with your current priorities. 

  • Asset Allocation
  • Wealth Protection Analysis
  • Financial Planning and Advice
  • Assessing Risk Tolerance

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Thrive wealth strategies Protection Planning 

The team of Wealth Protection Specialists focus on providing you the best protection solution for your unique lifestyle, goals and needs. The protection products will give you peace of mind by ensuring that you and your loved ones are protected in the case of an emergency or death. The Wealth Protection Specialists are also able to offer products to protect your financial security with regards to critical illness, disability and your most significant assets. 

Learn more about our wealth protection planning at

  • Critical Illness Insurance
  • Personal Protection
  • Disability Insurance
  • Business Protection

We’ve partnered with Qtrade Direct Investing® to give you confidence to buy and sell stocks, bonds, ETFs, and mutual funds with low trading fees.  

  • Execute with ease on an award-winning trading platform. Qtrade has consistently been ranked Canada’s #1 online investing platform. 
  • Realize opportunity with industry-leading tools. Whatever your level of investment experience, build, evaluate, and test your portfolio with calculators, and tools like Portfolio Creator™, Portfolio Score™, and Portfolio Simulator™, which feature the industry’s most advanced risk analysis and portfolio-building technology 
  • Move forward with Canada’s best online trading support. You can count on Qtrade. Friendly and responsive client service. Online self-help. How-to videos. An extensive library of articles and learning resources. And more

Ready to make your money move? Build your financial future with our award-winning partner, Qtrade, by opening an account today. To get started you just need your government issued ID, social insurance number, investment e-statements, and details of your income, assets and net worth. 


Estate and Legacy Planning

We are here to help you plan and facilitate your estate and to allocate your wealth based on your legacy goals. We work closely with you and your family, as well as your lawyer and accountant, to assist with family inheritance, charitable giving and planning endowments. In doing so, we will ensure that your estate planning strategies are focused primarily on tax minimization within the inter-generational transfer of your wealth. 


Farm and Business Succession Planning

We can help you execute on an effective and successful transition from your business, whether you are transferring ownership within your family or outside. Our unique approach to succession planning encompasses your personal and business situation, and is part of a complete financial strategy. We will work with your team of lawyers and accountants to ensure your legacy is protected

Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.


Important information and disclaimer

“Our mission is to enable our clients to improve their financial security and achieve their wealth goals and dreams.”