Our mission

At Rise, our mission is to protect the financial futures of our clients and their families through thoughtful estate planning and life insurance solutions.

We believe this is only possible through unwavering honesty, diligent work, and a steadfast commitment to putting your interests first.

Our goal is to build lasting relationships rooted in trust, dependability, and your long-term success.

Today and tomorrow

For Canadians today, we firmly believe that financial planning is essential when it comes to asset management and safeguarding personal wealth from the erosion that occurs via death and taxes.

We also emphasize the importance of enjoying your money in the present, while proactively implementing strategies that will transfer that wealth to your next of kin. Transferring it in a manner that is tax-free and highly liquid, so they have a readily available asset to use instead of figuring out how to run or sell your business.

This is the foundation of our “Asset Builder Strategy“. Ask us about it!