Wealth planning requires vulnerability —  that’s why trust is so important to us. We look at everything from your income streams to your insurance policies. This "everything on the table" approach allows us to confidently see your financial position so we can give you the best advice possible.

Once we have established a clear starting point, we build a road map of possible alternatives for your portfolio — allowing you the power to choose the course of action that best satisfies your goals.

 The LOM Approach

We use the following techniques to develop a sound and holistic approach to reaching your financial goals:

Debt Management

Co-Ordinated tax planning

Portfolio Monitoring / Optimization

Small Business Planning

Portfolio Fee Audit

Part of our philosophy includes meeting each of our clients face to face before getting started. If we don't think we are the right fit for what you need, we'll be honest. We do this because we believe you deserve the best advice possible — regardless of where it comes from. 

Let’s Talk Wealth Planning. 

Other financial products we can help with:

• Mutual Funds and Segregated Funds – most major fund companies in Canada

• High Interest Savings accounts for personal or Business Banking – get the highest possible daily interest rate with no Fees!

• GIC’s and Annuities – nearly every major financial institution in Canada – we shop for the best rate!

• RESP’s – take advantage of this Government program and save for your children’s education

• TFSA – Tax free savings accounts

• RDSP – Registered Disability Savings Plans

• Cash Flow Investments – provide safe, reliable, tax efficient income from your registered and non-registered plans

Mutual funds available through IPC Investment Corporation