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What We Do

Dave Shortill at a marina with sailboats in the background

What We Do

Our Focus is on Family

Customized Solutions for tax savings and wealth accumulation With an estate bond, we will Create your "legacy of love" With Disability Insurance and Critical Illness Insurance we will ensure your plan comes to fruition.
  • Nearly 40 years of experience
  • It takes a team to build the dream
  • Tax planning to keep your money in the family
  • Independent brokerage assures you have the right products and the best price.
  • **Regular Reviews of your progress - a promise to each other

Retirement planning built around your life

We help individuals and families in British Columbia and Manitoba bring their savings, pensions, income needs and personal priorities together into a practical retirement plan.

Our planning conversations cover retirement income, RRSP and RRIF withdrawals, TFSAs, CPP and OAS timing, employer pensions, tax-aware decisions, and protecting your family’s legacy.

Core then explore. We begin with your goals and financial position, then compare possible strategies using modern Canadian planning tools, including Optiml, alongside nearly 40 years of experience and personal advice.

Dave is participating in the Optiml for Advisors beta program, testing the advisor version and providing feedback on practical improvements. Planning tools support our advice and help illustrate choices; projections are not guarantees.

Whether retirement is approaching or already underway, let’s build a plan around the life you want.

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