Services

BUSINESS OWNERS & PROFESSIONALS

Whether it is a corporate re-organization, merger, acquisition, new partnership or partnership dissolution, it is likely we have first-hand experience.We expect that you are an expert in your business...

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SUSTAINABLE RETIREMENT INCOME

Regardless of their level of wealth, our clients have a common concern. They worry that they may not have enough to live the life they want without fearing that they may outlive their money...

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 INVESTMENT SERVICES

FWM has partnered with Worldsource Financial Management Inc. to give access to the investment  services needed to implement our plans. WFM provides us with access to Private Client Investment...

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INSURANCE & RISK MANAGEMENT

Nobody really likes to think about bad things happening, but they do. We believe that a proper risk management strategy should be our first planning priority  where insurance may be a valuable part...

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TAX & ESTATE PLANNING

For most Canadians, taxation is a pervasive element in their overall financial plan. It affects virtually all areas of our financial lives and can be a crucial factor in achieving our financial goals. We work with clients...

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LEGACY PLANNING

What will we really be remembered for?  The amount of money we leave behind doesn’t matter unless the message left is what we would have wanted. The thing about a legacy is that it doesn’t just happen...

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GROUP (Employee) BENEFITS

In addition, we also provide our clients’ access to the alternative benefits market to ensure the best value is received for their benefit dollars. Our approach has provided consistency and cost stability to our clients...

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HEALTH SPENDING ACCOUNTS (HSAs)

A Health Spending Account is a tax deductible bank account for your healthcare needs ... allowing you the freedom to spend as it suits your lifestyle. Your business makes personal deposits to your personal  HSA...

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Schedule a free, confidential consulation

Our team would love to answer your questions and get to know you better. Schedule your free meeting below to talk about how we can help take the first step toward a successful financial future.