Successful people have a history of making great decisions.
For the past 28 years, I've helped financially-comfortable Canadians - families, retirees, professionals, entrepreneurs and small business owners - envision and realize their financial goals to create lasting wealth that survives across generations.
My team and I encourage “A-ha!” moments and we do this through developing your personal money story. Our strongest relationships are built through delivering a multi-generational approach to money management and a core understanding of the financial ABC's. Financial literacy is one of the cornerstones of our practice. Understanding specific concepts and strategies goes a long way towards building financial confidence, wouldn't you agree?
What sets us apart is our approach to achieving results. When considering wealth, legacy and security, well-advised families are discovering that advisers who take a multi-disciplinary team approach to problem solving achieve more.
Success can be as simple as choosing your advisers well! Let us know how we can help.
Areas of Focus:
✓ Wealth Management
✓ Retirement Planning
✓ Inter-generational Wealth Transfer Planning
✓ Tax & Estate Planning
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.