Young or old, clients simply can't ignore the need for retirement savings. Scott Wolfe will help maximize savings for the future, whether clients want to retire early, travel, or secure personal financial freedom. We incorporate factors ranging from present and future income to personal lifestyle requirements, to arrive at a sound retirement plan that's right for each individual client.

We strategize to maximize savings for the future, whether clients want to retire early, travel, or secure personal financial freedom. We assist our business clients in planning for retirement capital needs in the most tax efficient manner.

Integrated FinancialPlanning

Retirement Planning
Estate Planning
Risk Management
Investment Planning
Tax Planning


Retirement PlanningTeam Members

Danielle Doan, CA, CFP
Chartered Accountant

Kimberly Dufaj, CFP, CLU
Financial Advisor

Robert Hyde, CAC, CMC
Financial Advisor

Brad Sarna, CFP
Financial Advisor

Alex Stewart
Financial Advisor