Securing Futures

We help working Canadian families achieve a financially secure future

Financial Planning in a Minute

What We Do & Who We Help

We provide total wealth management services for working Canadian families.

How We Help:

Develop and implement a comprehensive wealth management plan that protects your income, reduces taxes, and invests prudently for a secure, rewarding retirement.
Focus on the financial welfare of your family and your future, not just the needs of the ultra-wealthy.
Offer guidance from competent, caring advisors who understand the unique challenges you face.
Help you achieve lasting financial security for life.
We invest our own money alongside you!

Our Story

The Safety Bay Financial Story

Our office is located on the shore of Safety Bay, a welcome refuge from the sometime rough waters of Lake of the Woods. We help typical Canadian families safely navigate the potentially rough waters of life - protecting income and prudently investing for a secure and rewarding future. If you care about your family and future, we’d be honoured to help you establish Financial Safety For Life!

Start with our Financial Planning In A Minute video — a quick look at how we aim to grow your wealth as efficiently as possible.

Meet The Team

"In today's wired, hectic world, getting information isn't the problem. The problem is getting good advice. We are honoured when asked for that advice and when clients leave each meeting feeling more confident and secure in their financial future."

Shawn Perkins, Certified Financial Planner ®

Our Clients

We aim to help working families for whom we can make a significant impact and deliver exceptional services. Our clients:

Recognize the importance of planning
Value personalized service
Prioritize having a tailored plan
Are prepared to follow our guidance
Want to focus on taking care of their family
Are committed to securing their future

Our Process

Financial planning is not one-size-fits-all. Since financial needs change as life progresses, we created a 4-step financial planning process that sets a solid foundation and allows us to make changes depending on where you are at in life.

1 Discovery Meeting

This is a casual meeting where we get to know you, your goals, your financial situation, any concerns you have, and where we collect relevant data. It is a chance for you to get to know us, and us to get to know you!

Flexible Service: Life is busy! That's why we will meet you in whatever way works best for you; in-person, by video, or over a phone call.

2 Investment Plan Meeting

We will review our findings to help gain a complete, in-depth understanding of your financial situation so that we can make appropriate recommendations. Then, we will meet and present you with a custom financial plan that is tailored to your specific needs.

3 Implementation Meeting

This is where we solidify our commitment to moving forward together. We focus on partnering with clients where we can make a meaningful difference. If we determine that we can significantly impact your financial journey, we will officially welcome you as a client by completing all the necessary documentation to kickstart your plan!

4 Regular Progress Meeting

Once your plan is in place, we will have regular progress meetings to assess the plan and discuss any changes in your life that could affect it. After all, when life changes, so should your financial plan.

Learn More

Make the Most of Your Life's Work

Total wealth management goes far beyond investment returns. That's why we take the time to understand your financial situation, your goals, and what your wealth needs to do for you — now and in the future. With experience across each of the six key aspects of total wealth management, we can help you focus on living the life you want to live.