Tailored Financial Planning for Lawyers
Secure Your Future with a Firm Who Understands Your Profession.
Your career is demanding, and we’re here to make your financial planning simple and powerful. Whether you’re an associate, partner, or preparing for a new venture, our team specializes in strategies designed for legal professionals at every career stage.
With our tailored guidance, you’ll have a solid plan for:
- Incorporating Your Practice: Tax Optimization, Liability Protection, and Financial Growth
- Managing Debt
- Home Ownership
- Personal & Corporate Investment Strategies for Tax Optimization
- Partnership Buy-In
- Starting Your Firm
- Retirement Planning
…and more. Let us help you build a financial roadmap so you can focus on what you do best: serving your clients.
Our clients benefit from partnerships with Portfolio Managers licensed at Canada’s highest standard: Investment Counsellor/Portfolio Management. Using sophisticated, diversified strategies modeled after institutions like the Ontario Teachers’ Pension Plan and Ivy League endowments, our portfolio managers deliver comprehensive investment solutions designed to manage risk and maximize returns.
Portfolio Management Investor Resources
Please check out ‘Our Philosophy’ page for more.
Mistakes That Business Owners Make
Download this free guide to learn how to avoid these simple and potentially devastating mistakes business owners make every day.
Take the Next Step
Our team in Nanaimo has acquired decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance. Book a meeting with us to learn how we can help you with your finances.