Charles Thornton, CFP, MBA, RRC

Retirement Planning & Estate Planning for Baby Boomers, busy Professionals and their Families. I am the “Go-To” person for clients’ financial needs with my mission being to take the burden of financial planning off their shoulders while avoiding the mistake that most Canadians make – waiting until it’s too late to do proper financial planning while all the while paying too much tax.

Holistic Financial Planning

Our Six Disciplines of Financial Planning reviewed with every client are:
1) Retirement Planning
2) Estate Planning
3) Investments
4) Risk management
5) Tax Planning
6) Cash flow management