Jay Lemire

Hi, thanks for finding me and my team!

We work primarily with professionals and business owners who want to free up time to pursue what’s most important to them. One of the key reasons clients seek us out, is to offload the complexities of their personal financial planning to us, thereby allowing them to focus their time and effort on what’s personally and professionally meaningful to them.

Our vision is to provide our clients with financial peace of mind. We do this by identifying what they’re doing well, what they’re not doing well, and what they haven’t even thought of doing, but perhaps should be. We provide a roadmap to address the key issues they’d like to focus on. Sometimes we’ll determine goals are easily achievable, while other times we may identify there’s work left to do.

We’re here to provide clients with holistic planning advice on all financially related matters. Our solutions will cover investment planning, retirement planning, tax strategies, estate planning, risk management, insurance planning, debt structuring, and cash flow management. The process is comprehensive and seeks to reduce most of the key risks you’ll face in life, as well as give you the best chance for financial success, however you may choose to define it.

“Financial confidence comes from having a clear picture of where you stand, and a clearer picture of where you’re headed.”
- Jay Lemire