Let’s Create Financial Clarity Your guide to Financial Freedom

STOP LETTING BASIC MISTAKES COST YOU

Your Financial Map: Our Financial Planning Suite gives you a 360-degree view of your wealth. We believe that people who are better informed make better decisions.

Grounded Investing: Our evidence-based approach is firmly rooted in decades of academic research and the principles of market efficiency. Evidence will always outperform hype.

Sleep Easier: We’re proactively by your side, helping you navigate every turn. We guide you through your financial journey, eliminating the guesswork. Helping you reduce financial headaches.

Total Wealth Solutions wheel 

Are You Retirement Ready?

Your success in retirement depends on the planning you do today. No matter what stage you are at now, we have the Total Wealth Solutions to help you achieve your financial goals and build your legacy.

Dan Washington
Dan Washington, BSC Mechanical
Engineering, MBA
QAFP, CIM®
Financial Advisor/Planner
Karen Fisher
Karen Fisher
Client Care Specialist
Nathan Washington
Nathan Washington, B. Com (Hons.)
Associate Financial Advisor
Jill Washington
Jill Washington
Marketing Manager

Dynamic thinking makes a difference

We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Who We Work With

empty chairs in boardroom

BUSINESSES & CORPORATIONS

Specializing in the intricacies of business ownership at every stage, we collaborate with you to ensure your business flourishes while protecting it’s assets and people.
father and daughter on a beach

Families & Individuals

Build, protect and transfer your wealth knowing you are in the hands of experienced financial advisors. From wealth management, transfer and estate planning, turn to us for your comprehensive financial planning.
professional business woman

Healthcare Professionals

Comprehensive financial strategies for healthcare professionals—from managing student debt and optimizing income to incorporation and long-term retirement planning.
Happy senior couple in casual clothing

Retirees

Plan for a fulfilling retirement with strategies for income, tax efficiency, healthcare, and estate planning—so you can enjoy the lifestyle you’ve earned.

Insights & Articles

Charitable giving is an excellent way to give back to beloved causes, and for both Canadian and U.S. tax purposes, provides generous tax benefits.
Tax Planning
Review the latest Insights and Strategies.
Markets & Investing
On November 4, 2025, Canada’s Minister of Finance, François-Philippe Champagne, presented the federal budget for the 2025-2026 fiscal year.
Tax Planning
November marks Financial Literacy Month in Canada, a time to shine a light on the tools and conversations that help us feel more confident about money.
Life Events, Lifestyle & Technology
When you’re setting money aside for your future, Canada offers three powerful registered accounts.
Tax Planning
Making sense of competing priorities.
Life Events, Lifestyle & Technology
Watch our latest Client Insights webinar.
Markets & Investing
These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your finances with your short- and long-term goals.
Tax Planning
Review the latest Insights and Strategies.
Markets & Investing
Build a legacy by supporting what matters.
Life Events, Lifestyle & Technology
It’s a privilege to be able to support the causes and communities that matter most to you.
Life Events, Lifestyle & Technology
Giving back is one of life’s most rewarding experiences, and it’s even more meaningful when shared with family.
Life Events, Lifestyle & Technology
With a good perspective on history, we can have a better understanding of the past and present, and thus a clear vision of the future.
Carlos Slim Helu