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BUSINESS OWNERS

Are you seeking cost savings and tax savings solutions that may enhance the value of your business? Is obtaining and retaining employees a challenge?

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WOMEN & FINANCE

Is securing your financial future important enough for you to set aside time for an analysis and review? Women have unique but common challenges when it comes to financial planning.

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LIFESTYLE PLANNING

It’s time to retire the word “Retirement.” Most people that are approaching that phase of their life are now in transition to the next stage.

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SEMINARS

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WHAT OUR CLIENTS SAY

Sindy Billan has provided me with financial freedom by taking care of my financial needs with positive results. Her personal caring attitude is her greatest assets alongside her professional expertise in keeping me apprised of my financial portfolio.

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I feel extremely confident having Sindy Billan as my family’s financial advisor. She is very knowledgeable with regards to all financial concepts and information, bringing us up-to-date and current market information on a regular basis.

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FRESH FROM THE BLOG

Mortgage or RRSP?

Housing is one of the hottest topics of conversation lately.  Housing is not only a necessity of life but also the most single largest investment for majority of Canadians.  Experts from various industries; urban planners, real estate developers, government, economists, …

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Extended Health On Pre-Tax Income

A colleague once told me that as business owners, from a CRA perspective, we are given the keys to a Ferrari and yet we drive it like a compact car!  A Health Spending account is one of those powerful tools …

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