Financial Planning Kitchener-Waterloo | Professional Financial Planning Services

Custom, Tax-Aware Planning for Complex Wealth in Kitchener-Waterloo

We design customized financial plans in Kitchener-Waterloo for high net worth families and entrepreneurs coordinating investment policy, tax strategy, retirement income planning, and estate & trust planning.

What We Do

Corporate & Registered Accounts — Optimize corporate investment accounts and coordinate RRSP/RRIF, TFSA, and pensions.
Executive Equity — Plan for stock options, RSUs, and concentrated positions.
Estate & Trust Planning — Trusts, charitable strategies, and probate-efficient structuring.
Retirement Income Planning — Sustainable, tax-aware withdrawal sequencing and cash flow.

Best fit: $400k+ in investable assets. Request a private consultation to discuss tailored strategy.