Genuine care, proven planning
We turn hard financial decisions into clear choices and stay by your side to see them through.
Fully present, deeply attentive, relentlessly reliable
With over 20 years of experience, our reputation for reliability and proactive strategies has made us one of the most trusted teams in southwestern Ontario.
That’s because we treat our clients like family, offering honest guidance that builds lasting trust.
As Windsor financial planners, we help families and business owners move through complex transitions with confidence—and a clear plan that aligns every decision with what matters most.
Specialized advice for business owners
Running a business takes vision, energy, and resilience. But translating business success into long-term personal wealth requires specialized financial planning. As a financial planner for business owners, our team helps simplify the complexity of tax structures, corporate withdrawals, and business succession. We guide business owners through decisions that protect both their companies and their families.
Clients appreciate that our advice is rooted in personal experience as entrepreneurs, making us true partners in turning business growth into lasting security.
Advice aligned to your life
Through a comprehensive financial planning approach, we will create tailored strategies that not only help you achieve your financial goals, but also help minimize your overall tax burden now and in the future.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 30+ years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
The quarterback of your financial world
Wealth management is rarely straightforward. Between lawyers, accountants, and investment professionals, families often find themselves acting as the go-between. That’s where we step in. As your financial quarterback, we actively sit with accountants and lawyers, ask the right questions, and coordinate strategies in real time. This hands-on collaboration means nothing gets overlooked. Clients feel reassured knowing that their professional team is fully aligned and working toward the same outcome: their financial well-being.