Financial Planning

Determining and implementing the financial strategy that will work best for you may feel like a difficult or even overwhelming process. Let us help.


Insurance Planning

Having the right kinds of insurance in place for you and your family, and even your business, is an important part of your ability to meet your financial goals. We can provide the right solutions.

Investment Management

Portfolio Management through Verecan Capital Management Inc. allows us to efficiently take advantage of opportunities in the market in order to enhance the structure of your portfolio. If you’ve got questions about your portfolio, we can answer them.

Mortgage Services

Your home is a big part of your financial picture, and a misstep in selecting a mortgage can have long-term impact on your goals. Get unbiased advice with Verecan Mortgage Services, our mortgage brokerage service.

Tax Preparation

Our tax prep team can navigate the complexities of your T1 tax return, ensuring your return is done right and you’ re utilizing all the tax benefits available to you. Let us handle the details.