Established Family

Families with older children need a wise cash flow management plan to help contend with rising expenses.

Protecting your family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Your Retirement

Retirement today comes with many possibilities. We can help you make the most of every opportunity.

Young family

A wise financial strategy can help keep a growing family on track during all the "growing-up" years.

Retiree

Careful planning can help ensure the highest income level to make your retirement dreams a reality.

Starting Out

Starting out with a firm financial foundation is a great strategy for building a solid relationship.

Your child's education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

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Banking

CHIP Reverse Mortgage

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Health & Dental Benefits

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Wealth Management

It's your money... and your peace of mind. We understand that.

We are committed to helping you achieve your personal and financial goals.

YOU MATTER, because it is not about us, it is all about you!

Expert Advice

A comprehensive financial plan is a critical factor in determining your long-term savings. We provide you with a financial planning solution that centers around what is important to you. Our process encompasses a client-centric approach to ensure planning is suited to your goals while taking into consideration your objectives, circumstances, lifestyle, and life phase. We develop a plan that incorporates Credit Management, Investment Planning, Income Tax Planning, Risk Management, Retirement Planning, and Estate Planning.

Also, we monitor and review your progress to ensure that your personal and financial goals stay on target and adjust planning as necessary to meet your changing needs as you move through different stages in your life.

Value

We provide independent and objective advice. We work with you! Many clients are pleasantly surprised to find out that our services are provided at no cost to you as we are structured to be paid by the financial institution that best meets your financial needs.

Choice and Access

We have access to all the major insurance carriers and have partnered with many of the leading investment management firms in the industry. We are able to provide customized insurance and investment solutions to meet your requirements.

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Peace of Mind

As an independent Certified Financial Planner, we work with you keeping your best interests in mind. We have the knowledge, experience, and the network to support you with achieving your personal and financial goals.

How we help

Protecting your family

Without barely a moment’s thought, you would protect your family from an immediate...

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Your Legacy

You have worked all your life and saved for retirement. What other planning work...

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Your Retirement

After years of living the “rat race”, you are looking forward to the day when you...

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Young family

You get home from work, your wife is tired, and the baby just spilled spaghetti all...

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Retiree

During the last market downturn a few years ago, retirees who had all their assets...

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Your child's education

First you were putting on their diapers. Then you walked them to their kindergarten...

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Recent Articles

Warren Buffett Wisdom

Posted on: May 8, 2023

Investment icon Warren Buffett says there's wisdom in being "fearful when others are greedy and greedy when others are fearful." 1 He first gave this advice in 1986 and has re-iterated it over the past few decades during times of financial uncertainty: 9/11 in 2001, the 2008 mortgage crisis, the...

A Short Conversation About Banks

Posted on: May 8, 2023

The recent tremors in the US banking system (collapse of Silicon Valley Bank - SVB) have caused some Canadians to question how developments in the US might affects their own savings. The key thing to understand is that there are BIG differences between Canadian and US banking systems. A Google...

Financial Independence Tips for Seniors

Posted on: May 8, 2023

As people age, maintaining financial independence can become increasingly challenging. However, there are steps that senior can take to help ensure that they can continue to live independently and enjoy their golden years without financial worries. Below, we will discuss some of the ways that...

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Testimonials

Testimonial

Gary helped our family plan for our financial future and taught me so many things along the way. I highly recommend him!!
Testimonial

Gary is prompt and professional at his craft. He was able to arrange a variety of financial strategies for my family and I. His ability to clearly explain the financial services required for our families future was well laid out. I would highly recommend Gary to anyone for financial advice.
Testimonial

Gary has been a pleasure to work with. I will be recommending him to all of my friends and family for their future financial endeavours.
Testimonial

Professionalism, competence and attention to detail are key components of Gary’s practice. We highly recommend Gary Corriveau for any financial service he provides.
Testimonial

Gary has been an exceptional CFP advisor to us. He has greatly assisted in the mortgage acquisition for our primary residence and the refinancing of this property in short order. By granting us access to many lenders and assisting us in finding the most competitive rates and terms that match perfectly with our personal situation. He goes to great length to ensure we have received all the necessary details for obtaining a mortgage and is very quick to respond to our needs even late in the evening and on weekends on occasion. He also gives us very insightful investment advice and practical avenues to pursue to build wealth. We highly recommend him for your family financial needs.
Testimonial

When you choose a financial advisor/mortgage broker, make sure you choose someone who works for you, not for themselves. There are a lot of people out there who are more interested in growing their net worth, not yours. Gary Corriveau is the exception. He's the kind of person you would like to have in your wealth building team. Gary has provided us with phenomenal service, helpful advice and tremendous amount of patience and understanding during each consultation call. We have and would recommend Gary to any of our friends and family, because he's truly good at what he does and we're very happy with the results he has delivered. Thanks Gary!
Testimonial

Thanks to Gary and his sage advice I managed to save over $5000 during my tax return. I am incredibly appreciative of him spending the time with me to go through my finances with a fine tooth comb.

His professional demeanor and ability to answer all my questions helped but a very anxious person's mind at ease. Thanks again for all your help!
Testimonial

I was at a place in my life where I had to make some big decisions about my financial future and was very overwhelmed! I decided to reach out to Gary and I am so glad I did. He was an amazing help to me. He taught me so much about my financial future and gave me many options. Together we came up with a plan for my future and I could not be happier about it. I can't thank Gary enough for all his support. If you are looking for someone to guide you through your financial planning needs don't hesitate to contact Gary!
Testimonial

Gary is very knowledgeable and helps every step of the way. He explains EVERYTHING to ensure understanding and build trust. I would recommend Gary with any of your financial endeavors!
Testimonial

Gary is the most professional person we have ever dealt with. He always returns our calls immediately and he is so well informed about anything we ask. If he does know the answer he will find out. We are so happy we have put our trust in Gary Corriveau!
Testimonial

As someone who is new to managing personal finances with a professional, Gary has been extremely helpful and patient! He listens to me and my goals and always ensures that I know exactly what we are doing which makes me feel confident about how we are managing my money! Couldn't recommend enough!
Testimonial

I am so glad I got in touch with Gary after a family member who just started using his services connected me with him. Gary identified my financial goals right from the beginning and I am pleased with the help he has provided me in such a short amount of time. He is professional, responsive, organized, and any question I have he seems to know the answer to it. He is a wealth of knowledge and anybody would benefit from using his services!
Testimonial

Took the time to get to know me and build a portfolio for me. Answered all my questions and explained everything in detail. Gary was prompt, professional and fun to deal with.
Testimonial

Gary Corriveau, what can I say? Great guy, great service, very professional and knowledgeable. My girlfriend and I had stumbled upon an ad of his and are very grateful. He has helped us in more ways than we imagined possible. We have a long road ahead of us but we couldn't be happier knowing he is by our side. Thank you Gary.
Testimonial

Gary has been very flexible with my chaotic schedule and the curve balls that the pandemic has thrown. He responds promptly, knowledgeable, professional and his attention to detail is second to none. He is one stop shopping for all of your financial, mortgage and insurance needs. This was important to me as they are all interrelated. In the past I had different representatives for these areas. Putting these important components in the same place has made them all work together in a more efficient manner to create the stability I need today while saving for tomorrow.
Testimonial

I have known Gary for many years when I was in the car business in London. He was very analytical and always looking for the best deal. We had many business dealings and I thought to myself. I wanted someone that was very detail oriented to look after my wealth portfolio and help me reach my retirement goals. I have found that person in Gary, he has given my wife and I a plan to retire early as well as helping with tax season to help get some of the money I pay the government back. Great guy to work with and his approach to finance makes it easy to deal with.

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It's your money... and your peace of mind. We understand that.

Expert Advice

Value

Choice and Access

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Peace of Mind

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