Guides & Expert Sessions
Digital products and 1-on-1 sessions for newcomers and asset owners. No subscriptions, no fluff - just what you need to succeed.
Community Support Planning Session
A focused session to align on youth support goals, tutoring needs, and next steps.
Resume & LinkedIn Review
Positioning and edits tailored for the Canadian job market.
Tax Strategy Consultation
Comprehensive tax planning session for newcomers and investors.
Investment Portfolio Review
Personalized investment strategy and portfolio optimization session.
Real Estate Investment Analysis
Property evaluation, market analysis, and investment strategy.
Settling-in Checklist (PDF)
Housing, banking, documents, and first-month setup essentials.
Tax Optimization Guide for Newcomers
Complete guide to Canadian tax system, deductions, and credits.
Investment Starter Kit
RRSP, TFSA, and portfolio building strategies for beginners.
Asset Strategy Working Session
Portfolio diagnostics, capital allocation priorities, and a 90-day action plan.
Operations Performance Review
Reliability, cost, and performance assessment with KPI recommendations.
Capital Project Health Check
Stage-gate review, risk analysis, and delivery roadmap for capital programs.