Home | The Financial Advocates Inc.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Established Family

Families with older children need a wise cash flow management plan.

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

Young Family

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

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 a powerful financial strategy.

Running a Business

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

Chart Your Course to Financial Success

With The Financial Advocates Inc., you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.

With The Financial Advocates Inc., you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial strategy, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.

Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.

We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.

At The Financial Advocates Inc., we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust.

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial strategy, so that you can have peace of mind about your hard-earned money and your financial future.

The Magic Ingredient Behind Wealth (It’s Not What You Think)

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May 12, 2025

There’s a story that gets passed around the financial world—about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built a reputation for …

Have You Protected Your Most Valuable Asset?

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May 12, 2025

Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset is your ability …

Late-Career Retirement Planning Possibilities

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May 12, 2025

Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians let out a collective sigh of relief. Even a few hundred bucks a …

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