Success demands
singleness of purpose.



Purposeful Planning

Our financial planning process is not just about money or the accumulation of assets. Rather, it is about your personal or business goals and purpose. Our process allows you to connect your life and financial activities today with your hopes and dreams for the future. It will help you make decisions about the action you want to take, either now or in the future, in order to fulfill your purpose.

Over the years, we have developed sophisticated financial plans that integrate personal and business interests, maximize the value of estates and facilitate charitable giving. Whatever you would like to accomplish, we can help you get there.

Retirement Planning
Our Retirement Planning process is designed to help our clients – of all ages – achieve their future financial goals. It involves helping you articulate your objectives, identify your resources and assess your investment risk tolerance. Together, we will create a tax efficient plan to support your dreams.
Estate Planning
Our Estate Planning process was established with the ultimate goal of asset protection and preservation. We work together with our clients’ accountants, lawyers as well as with highly regarded tax experts toward a goal of preserving your wealth and creating an everlasting legacy. Plans are tailored to meet your unique needs, aspirations and goals.
Tax Planning
As part of our retirement planning and estate planning process, we use our in-house tax expertise to review each client’s current financial and tax affairs. We make recommendations to minimize tax exposure and work together with your professional advisors to develop a plan that best satisfies your objectives.

Charitable Giving
Integrating a charitable giving strategy into your estate planning creates a winning scenario for the charity, for you and for your family. Regardless of the size of your estate, a charitable plan will likely save you taxes and provide you the opportunity to continue fulfilling your charitable wishes in perpetuity. A charitable gift can be made without adversely affecting your family or impacting their inheritance. In fact, if planned properly, the gift can result in an increase to the value of your estate.
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PLAN To Purpose WorkSheet

You need a plan, man!

Our purpose-to-plan™ worksheet will help you define goals and how to reach them.

PLAN To Purpose WorkSheet

Make tomorrow diffrent than today.

Our Purpose Scorecard will help you evaluate and decide on priorities.

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  • Speak with Us

    We're here to help you use your assets to fulfill the purposes value most. To discuss your financial, insurance, or investment planning needs, please call us at 416-787-6176 or email

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