Our Solutions
One trusted place for investment growth, insurance security and whole family wealth planning
Align Your Money
with your life
We start with what matters: your values, your responsibilities, and your vision for the future.
Then we design a strategy that brings all the moving parts into financial alignment.
Invest for Today
The modern investment landscape comes with more choices—and more complexity.
Traditional options like stocks, bonds, and mutual funds have taken a backseat to a growing mix of ETFs, index funds, REITs, hedge strategies, private equity, and alternative placements. The landscape has become broader—but also harder to read.
At Open Concept, we help you make sense of it all: what you own, what it costs, what it’s earning—and how to structure it for tax efficiency and better after-tax returns.
But more than anything, we help you understand your exposure to risk. If markets shift sharply, do you know what’s in place to protect you? A well balanced portfolio includes investments that offer downside protection while still maximizing upside growth.
We offer Investment Advisory services across registered accounts and more.
RRSP / RRIP (Registered Retirement Savings Plan / Retirement Income Fund)
TFSA (Tax-Free Savings Account)
RESP (Registered Education Savings Plan)
FHSA (First Home Savings Account)
All other investment accounts
Protect for Tomorrow
A better future starts with the choices you make today.
Your future is too important to leave to chance.You need a plan that holds up in the face of life’s ups and downs. Insurance gives you that foundation. It keeps your family and business secure, your income protected, and your goals within reach—even when life doesn’t go to plan.
At Open Concept, we help you make confident decisions about protection, so what you’ve built stays resilient for the people who count on you.
What we help you protect
Term Life Insurance
Whole / Universal Life Insurance
Critical Illness / Disability Insurance
Long-Term Care Insurance
Many more …
Future-Proof Your Wealth
A better future starts with the choices you make today.
Wealth, purpose, and legacy are deeply connected. True wealth goes beyond your financial statements - it’s about what you keep, how you grow it, and who will benefit long after you’re gone.
A thoughtful wealth strategy optimizes the mechanics of money with the values of your life. It keeps pace as your life evolves—from your first big decision to the ones that shape your legacy.
At Open Concept, we help you plan with clarity and purpose so your wealth works for you today, prepares you for tomorrow, and supports the people and causes you care about most.
We specialize in the following:
Financial Planning by Life Stage
Family & Educational Planning
First-Time Home Buyer Strategy
Severance & Career Transitions
Estate & Inter-Generational Wealth Planning
Plus … access to our team of trusted experts across tax planning, wills and estates
Your financial future deserve more clarity.
Connect with one of our financial consultants for a FREE no-obligation insights session