Start with planning
Our Value Stacking Planning System™ helps you simplify and integrate your financial life, obtain clarity and confidence in your financial decisions, and empowers you to experience more in life.
Value Stacking Planning System™
Simplified, integrated, and effective financial management that helps you experience more in life.
Minimize tax obligation. How can I pay less tax?
Analyze current and future financial position. Am I on track?
Mitigate risks with insurance and planning. Where am I vulnerable?
Plan retirement lifestyle and cash flow. Will I have enough?
Preserve and grow financial assets. Where should I invest?
Plan transition of assets. Will my intentions be executed?
*Investment services provided by MRG Investments of Aligned Capital Partners Inc.
How are you managing the 5 big challenges that can jeopardize your financial future?
Our proven financial system and exclusive strategies are the key.
Market Correction: resulting in you losing money
Limited Growth: resulting in you not achieving your goals
Taxes: resulting in you having less of your hard earned wealth
Unmanaged risks: resulting in major impacts to your financial future
Lack of Planning: resulting in costly mistakes
Client Success Process
It is important to understand where you want to go and why you want to go there so we can work together to build an effective and efficient strategy to get you there. We will discuss your value/goals/challenges, review your current financial state for vulnerabilities and opportunities, and build a roadmap of next steps to help you achieve your goals.
Based on your values and goals, we work together to build you an integrated wealth strategy tailored to your specific situation and designed to help you achieve your goals. We will discuss your proposed wealth strategy, make updates as required, and ensure you understand all components including the value and simplified next steps to implement.
Review & Update
A key to success is continually monitoring and adjusting your wealth strategy based on life, economic, and political changes. Through regular communication and updates, we help you stay on track to achieve your goals regardless of what curve balls life may throw your way.
$150 / mth
Value & Goals
Vulnerabilities & Opportunities
Personal Balance Sheet
Personal Cash Flow Analysis
Risk Management Plan
Child Education Plan
$250 / mth
Everything in Family +
Corporate Wealth Strategies
Legal Structure Review
Corporate Investment Review
Corporate Investment Plan
Corporate Insurance Review
Group Benefits Assessment
Business Continuation Assessment (Buy/Sell)
Corporate Risk Management & Insurance Plan
Corporate Succession Review