what i offer
Independent Retirement & Investment Planning
You protect your health and family.
Wealth Management
Helping clients with $500,000+ invest with confidence
Retirement Planning
Retirement plans for Individuals, Couples and Incorporated professionals.
Life Insurance
Advanced whole life strategies to minimize tax and maximize estate value.
25+
Years of experience
1400+
Financial Plans Completed
$250M
Assets Guided
100%
Customized Plans
choose your plan
Customized Financial Plans
for a successful retirement
Our Financial Plans are comprehensive and highly customized to reflect an individual’s personal, business and family financial needs, investment risk tolerance, and plan for saving, investing and ultimately achieving your retirement and estate planning goals.
Individual Plan
$
3000
A Retirement & Estate Plan which includes personally held Real Estate investments.
- Maximize Cash Flow
- Minimize Taxes
- RRSP/RRIF Meltdown
- Optimize CPP & OAS
- Phased Income Planning
- Includes Real Estate
- 1 Year of support
Household plan
$
3500
A Retirement & Estate Plan which includes personally held Real Estate investments.
- Maximize Cash Flow
- Minimize Taxes
- RRSP/RRIF Meltdown
- Optimize CPP & OAS
- Phased Income Planning
- Includes Real Estate
- 1 Year of support
Corporate Plan
$
5000
Everything in the Household Financial Plan, plus…
- Multi-HOLCO/OPCO/Trust planning
- Calculations for Rental Properties.
- Corporate tax and income planning
- Integration of corporate assets with personal assets
- Calculations for up to 5 rental properties
Retirement Plans
Sample Retirement Plans
Our Financial Plans are comprehensive and highly customized to reflect an individual’s personal, business and family financial needs, investment risk tolerance, and plan for saving, investing and ultimately achieving your retirement and estate planning goals.
Client testimonials
Clients sharing in their feedback
Success stories from our satisfied
and very relaxed clients enjoying retirement.
John Metauro
Happily RetiredWe want to sincerely thank you for once again putting us at ease as we embark on this next chapter of our retirement journey. Your calm, patient approach, never rushing us and always taking the time to thoroughly explain every question and concern, means the world to us. It's clear you genuinely care, and that's why I've referred you in the past and will continue to recommend you to anyone in need of a truly exceptional financial advisor. Thank you for everything.
Wayne Johnson
Top ManagerDavid completed a financial plan for us, which we are very happy with. He was very helpful and answered all questions. We were even able to do an update to the plan a year later.
Maureen Tabuchi
Lawyer ~ Tabuchi LawDavid Aaron is an exceptional wealth advisor who genuinely cares about his clients. He combines strong technical expertise with a thoughtful, personalized approach that makes people fee confident and supported in their financial decisions. I would not hesitate to recommend him.
Tracy Black
Designer - Soul Style Interiors & DesignI would highly recommend David to anyone looking for support and guidance in managing their portfolio/savings. He is responsive, down to earth, and most importantly, knowledgable, adept, and hands on with your investments. He's excellent at what he does.