Mapping Out Your Retirement
We provide retirement planning services to help you navigate your finances throughout your retirement. You choose the destinations. We get you there.
Our Areas of Retirement Expertise
We focus on serving the needs of individuals and families, farmers, business owners, and professional hockey players.
Why Work With Us?
Meet Our Team
- 4 Certified Financial Planners
- 4 Chartered Investment Managers
- Over $250 million in assets under management
Testimonials
What our clients say
I started working with Colin back in 2015. We put together a plan that touched on my succession and estate planning. Colin has experience, is sharp, and provided me with great ideas. What I admired most however was his ability to organize my team of professionals (accountants & lawyer) so we could all work together on tax savings strategies that fit my personal farm operation.
My husband and I know Colin personally and have been clients of his for the past few years. We have had many meetings with him, and he always explains everything thoroughly. We are very impressed with the personalized, professional service and advice given to us, and how he tailors this specifically to suit our situation and future needs. We feel very comfortable putting our finances in his care due to his depth of knowledge, lateral thinking, common sense approach, and his ethical and caring demeanor. We look forward to working with Colin for the long term and have no hesitation in recommending him with complete trust.
Previous
Next
Recent Posts
Financial Planning
August 29, 2023
Retirement Plan
Planswell
Get your current financial snapshot in under 3 minutes
Planswell is a free financial planning service that allows users to develop a snapshot financial plan through a series of questions in under five minutes. Our advisors can use this financial snapshot as one of many tools to build your financial plan, however it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Transcanada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Planswell. Information is provided to Planswell at the client’s discretion and may be used by Planswell subject to their own terms of service and company policies.