Let’s Create Financial Clarity Your guide to Financial Freedom

STOP LETTING BASIC MISTAKES COST YOU

Your Financial Map: Our Financial Planning Suite gives you a 360-degree view of your wealth. We believe that people who are better informed make better decisions.

Grounded Investing: Our evidence-based approach is firmly rooted in decades of academic research and the principles of market efficiency. Evidence will always outperform hype.

Sleep Easier: We’re proactively by your side, helping you navigate every turn. We guide you through your financial journey, eliminating the guesswork. Helping you reduce financial headaches.

Total Wealth Solutions wheel 

Are You Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Dan Washington
Dan Washington, BSC Mechanical
Engineering, MBA
QAFP, CIM®
Financial Advisor/Financial Planner
Karen Fisher
Karen Fisher
Client Care Specialist
Nathan Washington
Nathan Washington, B. Com (Hons.)
Associate Financial Advisor
Jill Washington
Jill Washington
Marketing Manager

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

empty chairs in boardroom

BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.
father and daughter on a beach

Families & Individuals

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.
professional business woman

Healthcare Professionals

Comprehensive financial strategies for healthcare professionals—from managing student debt and optimizing income to incorporation and long-term retirement planning.
Happy senior couple in casual clothing

Retirees

Plan for a fulfilling retirement with strategies for income, tax efficiency, healthcare, and estate planning—so you can enjoy the lifestyle you’ve earned.

Insights & Articles

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
Marketing Collateral to Help You Plan with Confidence
Tax Planning
You’ve worked hard to save for retirement and now it’s time to turn those savings into income.
Retirement & Estate Planning
Explore our tax cards.
Tax Planning
Structuring your finances for tax efficiency is a critical part of any financial plan. Even small adjustments can help you keep more of what you earn and grow your wealth faster.
Tax Planning
A lasting legacy doesn’t happen by accident.
Tax Planning
Keep more of what you earn through proactive, personalized strategies.
Tax Planning
Review the latest Insights and Strategies.
Markets & Investing
Watch our latest Client Insights webinar. A presentation from our Chief Investment Officer, Larry Adam.
Markets & Investing
Review the latest Insights and Strategies.
Markets and Investing
Saving money can be simple—and the Tax-Free Savings Account (TFSA) helps you maximize your savings without worries and taxes.
Tax Planning
Planning for a child’s future education?
Tax Planning
With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.
Carlos Slim Helu