Planning
Financial Planning
Whether you are a start up or an established company, your situation changes constantly. Know the options available for you at every stage of your business.
- Financial planning, cashflow and debt management
- Tax efficient investment strategies
- Capital Gains & Tax Savings Opportunities
- Estate and Succession planning
We help you navigate through your business life stage to ensure all your needs are met.
- Financial management – Cash Flow, Balance Sheet & Banking Review
- Risk Management – Life, Mortgage/Debt, Critical Illness & Income protection
- Integrated Tax planning
- Income Efficiencies - Dividends and/or Salary
- Integrated Retirement planning – RRSP, TFSA, Pensions, Non-Registered Plans
- Tax Smart Investment planning
- Will, Power of Attorney planning
- Business Succession, Estate, Legacy & Wealth Transition planning
We review all aspects of your finances ensuring we create a customized plan to help you achieve your unique goals and objectives whatever they may be:
- Financial management review – Cash Flow, Personal Balance Sheet, Banking Review
- Risk management implementation and review – Life, Mortgage, Income and Illness protection
- Wealth management strategies – RRSP, TFSA, RESP, RIF, Pensions, Non-Registered Plans
- Tax Efficient planning
- Retirement transition and income planning
- Will, Power of Attorney planning
- Estate, Legacy and Wealth transfer planning
"Mike’s got that rare mix of charisma and credibility, he makes the sometimes-intimidating world of finance feel empowering. From the first meeting, he had a clear grasp of what we were aiming for and built a plan that felt completely personalized. He doesn’t just give advice, he aligns it directly with your end goals, and you feel that care in every step.
What really stood out is how disciplined and detail-oriented he is. There’s no fluff, just sharp, actionable insights backed by years of experience. Mike follows through with integrity, and you can tell he holds himself to a high standard. If you want someone who’s sharp, genuine, and truly committed to your success — Mike’s your person. Highly recommend!"
