If you have a family decision to make and need an impartial financial mediator, we can help.

Financial planning for families requires a high level of expertise and a great deal of sensitivity. It also needs to be completely objective, fairly priced, clear, and transparent for all parties involved.

We take pride in being one of few Canadian financial planning firms that is able to provide such a service. We advise on an hourly or fixed fee basis – whether you need a one-off meeting or ongoing advisory. Meetings can be made in person, using an online video platform, via email, or by phone.

Some of the things we can help mediate include:

• Decisions related to an elderly or incapacitated family member
• Disputes regarding a family cottage
• Division of assets in the event of a divorce
• Financial planning for seniors

Some family financial decisions require multi-disciplinary knowledge, and we can work with you, your existing professionals, or seek collaboration from others in our network as the circumstances dictate.