With 25 years of industry experience helping over 500 investors, I specialize in crafting income-driven portfolios that don’t compromise on growth or tax efficiency. Together, we’ll design a strategy that seeks 8% income, keeps your taxes in check, and aims for solid capital appreciation.
“As a business owner, I needed advice beyond investments. I connected within an experienced advisor who understood tax strategies and growth planning.”
Ryan, Business Owner
Toronto, Ontario
When you book a call with us, here’s what we’ll cover together:
Hi Rowan, I have attached your personalized Portfolio Review that we discussed Today. Let me know if you have any questions and a good time to schedule a call to go over it.
personal_plan.pdf
Anne
Financial Advisor
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Reliable 8% Income
Consistent cash flow that helps cover today’s needs without dipping into savings.
Tax Efficiency
Smart structuring means you keep more of what you earn instead of sending it to the CRA.
Built-In Growth
Your capital isn’t just sitting still—it’s working to grow for the future.
Peace of Mind
A balanced approach that blends income, growth, and tax smarts so you can enjoy life now and later.
Frequently asked questions
What happens during the consultation?
During your session, we’ll focus entirely on your financial goals—whether that’s increasing income, building capital, or reducing taxes. You’ll receive tailored insights based on your unique situation, not generic advice.
Do I need to prepare anything before booking?
No lengthy prep is needed. Just answer 5 quick questions when booking. This helps us understand your goals so our time together is focused and productive.
Is this a sales pitch?
Not at all. The consultation is designed to give you real, actionable advice. If my strategies are a fit for you, we’ll discuss next steps. If not, you’ll still walk away with valuable insights—no pressure, no obligation.
Why work with us?
We’re not a bank. We’re not here to sell you cookie-cutter funds. We’re a team that listens, runs the numbers, and designs strategies built for you. That means no jargon. No pressure. Just advice that makes sense.
Who is this consultation best suited for?
This session is designed for serious investors who want more than cookie-cutter solutions. Whether you’re seeking retirement income, tax efficiency, or long-term capital growth, this call is for you.
