A Retirement Roadmap to the future.
Next stop. Freedom.
We believe in taking a holistic approach when it comes to helping you preserve and enhance your wealth, ensuring an effective transition to the next generation. Our Tax & Estate Planning professionals, including lawyers, accountants and estate planners, will work directly with you and us.
Living your life on your terms doesn’t just happen — it takes a strategic approach and thoughtful planning. Whether it’s for your family or for your business, we’ll take your unique situation into account when creating your customized Retirement Roadmap:
• Tax & Financial Planning Strategies
• Insurance Solutions
• Estate Planning
• Retirement Planning
• Business and Farm Succession
Insurance services are offered through Richardson GMP Insurance Services Limited in BC, AB, SK, MB, NWT, ON, QC and PEI. Additional administrative support and policy management are provided by PPI Partners.