Financial Planning for Lawyers in Canada

Trust 25+ years of experience

Helping Lawyers Manage Their Finances Over a Lifetime

As you progress through law school, graduate and start as an staff member in an law firm or private industry, become an legal practice partner or a CLO in private industry and eventually retire and die, lean on our 25 years of experience advising hundreds of Lawyers and their families on money matters ranging from retirement to debt and real estate to practice valuations, children’s finances, tax planning and more.  

We know your career path will lead to much different financial consequences and situations than the average professional or executive.  We know your industry well with more than 25 years of advanced financial advisory working with Lawyers and specialize on all topics of personal finance.  

Why us?  Simply put we have above-average relevant expertise, provide objective, impartial advice,  offer transparent and value-priced fees and know your profession inside-out.   Let’s be clear – getting ahead professionally with finances is more about cash flow, career and taxes – not what investment product or insurance policy you buy.  While we will offer opinions on all of your finances if asked, we specialize in “structural finance” or the ability to integrate your goals with your cash flows and make decisions about money across your entire financial picture in a consolidated way.   Our “big picture” management is a unique service for Lawyers  in Canada and often results in better decision making with less time involved and lower cost.  

Want proof?  Let us put you in touch with some of our existing Lawyer clients and let them tell you how we have helped them in ways that their old stock broker or insurance agent never could have.    

Whether working for a firm, starting their own practice or employed in private industry, lawyers have a unique financial makeup that warrants the specialized expertise of our team.  Professional advisory services that we have offered to our lawyer clients for many years includes:

Lawyers & Money: A Lifelong Evolution Requiring Specialized Financial Planning

Phase 1: Newly Graduated Lawyer

Phase 2: New Legal Practice Owner

Phase 3: Established Lawyer Mid-Career

Phase 4: Practice Selling Lawyer

Phase 5: Retired Lawyer

Additional Specialized Services

For Lawyers: Our Most Relevant Videos

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