About us

We lead with our hearts. As a result, our business is built upon a solid foundation of trust, transparency, and integrity. Based in Saskatoon, Saskatchewan, we are committed to ensuring every client's dreams and fears are translated into clear, actionable steps that leave everyone feeling confident on the path forward. Our expertise enables us to assist clients with insurance and estate planning, corporate and agriculture succession, investment, and tax planning.

We bring a youthful energy to our many decades of financial planning experience. We thrive on finding new ways to assist our clients in building, managing, and ultimately passing on their wealth. Sharing our wealth of knowledge (no pun intended!) is very important to our team; we believe that every Canadian, including the next generation, deserves the opportunity to fully understand their finances and options available to them. Whether you are planning your retirement transition, have tax considerations that are increasingly complex, are worried about your blended family needs, or want a proven, collaborative approach to your wealth, our comprehensive plan gives you exactly what you need.

Let us show you how your goals can be achieved, your legacy protected, and your wealth transferred according to your wishes.