Financial Consulting That Builds Futures in Canada

Practical, tailored financial guidance to help Canadians grow wealth, minimise taxes, and plan for long-term financial independence.

The Services We Provide

Estate & Legacy Planning

Ensure efficient asset transfer and minimise probate and estate taxes

Business Financial Advisory

Profit planning, capital structure analysis, and risk assessment

Business Financial Advisory

Profit planning, capital structure analysis, and risk assessment

Why Choose Us?

Services tailored to Canadian tax and financial laws

Fully licensed and regulated across Canada

Transparent pricing—no hidden fees or commissions

About Us

We are a Canadian financial consulting firm dedicated to helping individuals, families, and businesses make confident, informed financial decisions. From navigating RRSPs and investment options to corporate finance and tax planning, we support clients with services rooted in transparency, regulatory compliance, and real-world results.

Our approach blends strategic insight with human understanding—because financial health is not just about numbers, but about people, goals, and lasting security.

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Our Expert Team

Michael T. Bunting

Business Strategist

Diane J. Wurm

Senior Financial Planner

Fabien Mailly

Tax Advisor

Here's what some clients
think of our work...

“Finally got a retirement plan I understand and trust. They made it easy.”

Michael M.

“Our small business is now turning a profit after working with their team—what a difference!”

Jason G.

“They helped me restructure my investments for tax savings. Clear, thorough, and kind.”

Kate F.

Contact Us