Reach Your Financial Goals

Everyone has their own definition of wealth—not to mention their own way of achieving that goal. Regardless of how you choose to define your own financial success, we can help you chart your path by providing expertise in financial advice for every step of your journey.

Our comprehensive approach is designed to grow and change with you and adapt to your needs.
Our 8-step wealth process includes:


Retirement Planning

Your time on your terms.

Planning for your retirement isn’t a one-time exercise covered in a single meeting. It’s a lifelong process that will likely change, grow, and shift as your circumstances, interests, and goals evolve.

We start by defining your vision for what retirement means to you with a focus on the type of lifestyle you’d like to lead. From there, we create a custom plan to help you realize your dream and live your best life on your terms—whatever they may be.

Retirement Planning with CrossPoint Financial

Asset Management

Getting the complete picture.

Non-financial assets are often overlooked in building a comprehensive wealth management strategy. We offer advice and assistance with both hard assets like art, collectibles, and real estate, as well as intangible considerations such as intellectual property, rights and royalties, and closely held business interests. From there, we can help you develop a comprehensive approach to how to best manage and consider these assets in your overall financial view.

Liability Management

Manage and leverage debt.

The concept of “debt” has a bad connotation. While we would never advocate taking on debt imprudently, there are some situations in which borrowing money can be in the best interest of your financial goals.

We can provide expertise and advice to help you make informed decisions on how to best leverage both current and future liabilities.

Portfolio Management

Covering the basics.

Often when thinking about wealth management, this is what typically comes to mind. A diversified and comprehensive portfolio of financial assets is the cornerstone of any wealth-building strategy. We review your comprehensive portfolio and provide advice and recommendations for how to best manage your financial assets including investments, stocks, TFSAs, RRSPs, and more.

Tax Planning

Simplifying the complex.

With the exception of accountants, politicians, and us, most people are not fond of thinking about taxes, much less talking about them. But tax planning is a vital component of your overall financial picture. The quality of your tax planning strategy can have significant impacts on your bottom line—both positively if done well and negatively if not. Let us help you be better prepared.

Risk Management

Hope for the best, prepare for the worst.

Much like taxes, risk is another topic of conversation many would rather not consider. Though we never want to live in fear of what could happen, we firmly believe in building a contingency plan in the event that something does happen. We can help you by conducting a thorough assessment that seeks to identify all of the major risks and other threats that can impact your family’s wealth. This includes assessing both current and future risks and helping you build a plan to address any and all possible outcomes.

Estate Planning

Ensure your wishes are honoured.

Dealing with a death can be difficult enough without the added stress of wondering how to distribute assets and carry on the wishes of a loved one. Proper estate planning is crucial to ensure harmony is maintained and your wishes are carried out as you would like. We work with you to ensure your documentation is up to date and that your assets will be optimized to ensure your estate is preserved and your loved ones can benefit in the best possible way during a difficult time.

We also provide advice and can facilitate estate planning conversations for the loved ones in your life to ensure their estate planning is also in order.


Legacy Planning

Leave a mark on your terms.

You don’t have to endow a university library or have a new wing of a building named in your honour to carry on a legacy. Often, legacy planning is about ensuring your mark remains after your time is finished both in tangible and intangible ways. We like to approach the notion of legacy as leaving a gift. Let us help you determine how you will leave a lasting impression on the world in both financial and non-financial ways by shaping your version of a legacy.

Our approach and guiding principles

Peace of Mind

With a comprehensive financial planning approach, we have a proven wealth optimization method that provides you comfort and peace of mind knowing your finances are in the best possible hands.


Open, ongoing communication is vital to all that we do because we believe the foundation of successful investing is transparency and operating from a place of trust.


As your wealth advisor, we take a proactive approach to keeping your finances on track. We actively work and collaborate with our clients’ lawyers, accountants, and other professionals to coordinate the best possible financial solution.


In an industry that typically requires client involvement to implement portfolio changes, we have undergone significant additional training to achieve the license that allows us to be authorized to act on your behalf. As a result, we can move quickly and nimbly to take advantage of up-to-the-minute market research and analysis which ensure your portfolio will never stagnate.

Best-In-Class Advice

We are continuously working to enhance, improve, and grow our extensive knowledge base. With over 100 years of collective experience, our team is committed to continuous learning to better help you reach your financial goals. Our clients have access to a number of Portfolio Managers* and Licensed Assistants, CFP® professionals, RFP’s, CIM®’s and many other designations.