Custom strategies, expert insights, and transparent support to help individuals and businesses across Canada achieve long-term financial clarity and security.
Trusted Financial Consulting for Canadians Seeking Smart Growth
welcome
About Us
We are a dedicated financial consulting firm serving individuals, families, and businesses throughout Canada. Whether you’re navigating personal investments, planning retirement, or optimizing business cash flow, our team delivers practical advice based on deep experience and full compliance with Canadian regulations.
Our mission is to make financial planning accessible, understandable, and sustainable—so you can move forward with confidence.
expertise
Our Specialties
Investment Advisory
Portfolio analysis & design Tax-efficient investing ESG and passive investing options
Personal Financial Planning
Budgeting, saving, and debt elimination TFSA, RRSP, RESP, and RDSP guidance Cash flow optimization
Retirement & Pension Planning
CPP, OAS, and private pension integration Sustainable retirement income strategies Estate and legacy planning
Tax Strategy & Filing
Personal and small business tax returns Tax optimization and deferral CRA audit preparation and support
Our Team
Jamal Nadir
CPA, Tax Consultant
Marie Leclerc
CFP®, Lead Financial Advisor
Jennifer Huang
CFA, Investment Advisor
testimonials
What Clients Say
