With over 4,000 clients across Canada, we are one of the country's leading financial planning firms — serving professionals, business owners, and family enterprises with distinction.
We serve professionals, business owners, and family enterprises across a wide range of needs — combining deep expertise with a personalized approach that honours your unique circumstances.
Personalized wealth planning and advanced strategies tailored to your goals, priorities, and long-term family vision for lasting financial success.
Learn moreStrategic tax-efficient planning helping business owners protect cash flow, reduce liabilities, and grow long-term wealth for sustainable success.
Learn moreIntegrated guidance for family enterprises managing succession, governance, and multi-generational wealth continuity with strategic planning.
Learn moreTailored for high-earning professionals and business owners who demand excellence in every aspect of their financial lives.
Comprehensive wealth management solutions combining strategic planning with personalized investment strategies for long-term growth and financial security.
Learn moreLife, term, and critical illness insurance to protect your biggest asset — your family, providing comprehensive coverage and peace of mind for your loved ones' future.
Learn moreRRSP strategies and retirement solutions for a secure financial future, ensuring you maintain your desired lifestyle throughout retirement with confidence.
Learn morePreserve family harmony and legacy with comprehensive estate planning solutions, protecting your assets and ensuring smooth wealth transfer to future generations.
Learn moreInnovative tax-efficient techniques to save you significant amounts, maximizing after-tax returns and preserving more wealth for your family's future.
Learn moreMaximize retained earnings and grow your business wealth strategically, utilizing corporate structures to build value and create tax-efficient wealth.
Learn moreCHS, EPC, CEA, MFA-P, RWM, FEA, DMA™
My approach to financial planning is centered on building lasting relationships with my clients. I believe in taking the time to truly understand your unique financial situation, goals, and dreams. This personalized approach allows me to create customized strategies that not only meet your current needs but also adapt to your evolving circumstances.
With extensive education and multiple professional designations, including being a member of the Million Dollar Round Table (MDRT), I bring both expertise and dedication to every client relationship. As the 2023 MDRT Country Chair for Canada, I've had the privilege of leading and learning from the best in our industry.
Sim is one very dedicated, hard working woman, and I look forward to doing business with her for many decades to come.
Chief Investment Officer, Lionhart Group
We understand the unique financial challenges and opportunities within each profession, delivering strategies that align with industry-specific needs.
Whether you want to build a legacy, involve your family, or support causes close to your heart, our team will guide you every step of the way. Let's design a strategy that reflects your values — today and for generations to come.
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