Financial Coaching

Our dedicated professionals Can help you get the most out of your finances.
Our Services

Cashflow Analysis

Should you be further ahead than you are?
Find out more

Health

Whether it be through injury or illness we make sure you can concentrate on healing, not stressing about making ends meet.
Health Services

Retirement Planning

best time is now, so get in touch and let’s see what the future can hold.
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Education Savings

We help you build a plan and make sure that you maximize the free grants for your RESP.
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Estate Planning

Death and Taxes - we help you plan for both, potentially saving you and your loved ones thousands of dollars.
Our Services

Savings

PLANNING FOR THE FUTURE WITH YOUR FAMILY IN MIND.
Our Services
Cashflow Analysis

Should you be further ahead than you are?

Our team will help you figure out what’s coming in from all sources, what's going out, and then help you see if there are ways to improve this.

Contact

"My ultimate goal is to implement strategies that help my clients amass tax sheltered wealth and keep the taxman out of their pockets"

Zach Kennedy
Partner/Consultant

Awards & Recognitions

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Practice Areas

Range of Services

Full Financial Planning

Our dedicated professionals can help you get the most out of your finances.

IntaGEN Wealth Financial Planning

Cashflow

Our team helps you figure out what’s coming in from all sources.

Health

Whether it be through injury or illness we make sure you can concentrate on healing, not stressing about making ends meet.

Savings

The best time to have started planning for your future was yesterday, the next best time is now, get in touch and let’s see what the future can hold.

Estate

Losing a loved one at any stage of life can be devastating and can often leave not only an emotional void but a financial one too.

Tax Efficiency

We used tried, tested and innovative strategies to make sure you keep more money in your pocket.

Get a Free Consultation

Lets talk about your future and how we can help you reach your financial goals.