A professionally designed financial strategy is more than the investments in your portfolio. It usually starts with a collage of goals and concerns. It considers whether you have protected yourself and your family from the unforeseen or ensures that your retirement, education and estate goals are achievable and closely monitored. Our strategy prioritizes all those factors and lays out the actions you must take to ultimately reach those efforts.
We approach our work with clients holistically, first stepping back to see the entire picture and then narrowing in on the details. With more than 20 years' experience, I have an extensive catalog of knowledge that serves to develop comprehensive and personalized strategies. Through a tested 5-step Process, we ensure no stone is left unturned.
My practice primarily serves those with multifaceted needs and estate concerns, such as self-employed professionals and small to mid-sized business owners often with multi-generational family goals. Some of their most common goals involve retirement, education planning, cash management, professional interests and wealth transfer.
An estate analysis is an essential component of a financial plan but is often overlooked or undervalued. We work closely with clients by utilizing local estate lawyers and accountants to collectively address the desired results. Even the smallest detail – an outdated list of beneficiaries or unforeseen taxation on the estate, for example – can disrupt your expectations, so we work to make sure things happen the way you intend.
In my free time, I like adventure – like learning and experiencing different cultures when traveling. Time spent with family and friends, enjoying recreational activities like cycling and hiking, and time at the cottage are my simple pleasures. Working and volunteering in my neighbourhood and being part of the fabric of the community are essential parts of daily life and the main reason I enjoy the work I do.
Phone NumberOran J Boyle at (416) 488-1530
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