Meet. Plan. Succeed.

Our clients’ dominant focus is to take good care of their families and their businesses. We work to
provide tailored financial plans that help provide security and guardianship.

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Our Services

FAMILY AND ASSET PROTECTION

Family wealth at all levels needs to be efficiently organized for good management, tax efficiency and future planning. We apply sound insurance strategies that protect your goals.

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BUSINESS AND SUCCESSION PLANNING

Our unique approach to business planning encompasses your personal and business situation and is part of a complete financial strategy. For business owners that are at or near retirement, the issue of succession cannot be ignored.

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WEALTH PLANNING AND PORTFOLIO ANALYSIS

Investments can play a key role in your financial security plan and your ability to achieve your short and long-term goals. An individualized asset allocation strategy can mitigate the risks of any one asset class though diversification and balance.

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Why deal with MPS?

1

You care about
protecting your family

We make you feel confident
you will meet your goals.

2

You want to leave
a lasting legacy

We show a path that’s clear
and easy-to-follow

3

You want to minimize
your tax exposure

We help assess and
mitigate risk

Ready to Secure Your
Financial Future?

Contact us today for a free consultation and let’s take the first step toward achieving your financial goals and dreams.

Let’s get started

I have been dealing with Pat and his firm for almost 20 years. He knows the needs of my profession and has done a top drawer job in helping me secure mine and my family’s future. His son Nathan joined the firm in 2012 so I know I will have the same great planning well into my retirement.

Dr. Kevin E. Lung, B.Sc., D.M.D., M.Sc., FRCD(C)

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For Dental Students

Contact us today for a free consultation and let’s take the first step toward helping you achieve your financial goals and dreams.

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