What Do We Do?

We engage with “Wise Women & Wealth”.

What Do We Mean By This?

Most of our clients are Wise Women of Ontario who have recently become responsible for managing their money on their own.While they are very bright women, they often lack the knowledge and confidence they need to make smart financial decisions.

What’s Interesting?

It doesn’t matter how these women became single, they usually come with the same concerns.

What women want to know but are afraid to ask!

  1. Will I have to live on a budget?
  2. Can you assure me I will never be a bag lady?
  3. Will my money last me my entire life?

What Solutions Do We Provide?

  1. We build a Personal Income Plan
  2. We develop Safe Money Strategy
  3. We design and conduct Wise Women & Wealth Events
Whether you’re looking for tax-planning, income-planning, estate-planning, retirement-planning, strategies for growing wealth and repaying debt, or general financial advice, we take into account all relevant factors to develop a plan for you, such as:
Asset Management
  • Goals & Objectives
  • Family changes
  • Significant Events
  • Asset Allocations
  • Growth Strategies
  • Income Vehicles
Liablility Management
  • Mortages
  • Home Equity Line/Loans
  • Portfolio
  • Equity Lines
  • Personal Debt
  • Business Lending
Protective Strategies
  • Life Insurance
  • Long Term Care Insurance
  • Annuities
  • Disability Strategies
  • Retirement Planning
Legacy Planning
  • Gifiting Strategies
  • Wills & Trusts
  • Powers Of Attorney
  • Estate Tax Planning
  • Generational Transfers
  • Business Succession Plans

My True Value to You

As a mother, wife and female business leader, I struggle with all the same issues you do. The challenge is to combine all our strengths to design the life you want to life. After working with me to develop your plan, you will be knowledgeable and confident in the financial decisions you have made. A constant review and tweak of your plan will keep it up to date and relevant.  As a smart women, you will have the confidence to make financial decisions with less stress and worry.

Wise Women & Wealth

Updated on 2016-03-12T09:17:45+00:00, by Justin_3.