Advice on a wide range of Wealth Management products and services

  • Investment & Asset Management
  • Insurance Planning
  • Retirement Planning
  • Estate Planning
  • Tax Minimization Strategies
  • Corporate Planning Strategies
  • Risk Management & Needs Coverage
  • Stocks, Bonds, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Options
  • Life Insurance, Critical Illness Insurance, Disability Insurance, Health and Dental Insurance, Travel Insurance
     

To read more about our products and services list, please click here

Investment & Asset Management

  • Goal setting and Required Rate of Return
  • Asset allocation based on personal goals and objectives
  • Ensuring investment selection is inline with goals & risk tolerance
  • Tax efficiency of Investments
  • Fee Analysis
  • Continuous Monitoring and goal checks

Retirement Planning

  • Retirement Income Projection and Analysis  
  • Pension Analysis
  • Severance
  • TFSA or RSP ?
  • Goal Setting
  • CPP and OAS Analysis

Estate Planning  

  • Legacy Planning
  • Inheritance
  • Intergenerational transfers
  • Estate Bond
  • Gifting to children
  • Trusts
  • Charitable donations

**Some Estate Planning strategies may require the involvement of a legal professional.

Tax Minimization Strategies

  • Tax efficiency of investments
  • Tax deferral
  • Passing assets through your estate
  • Income splitting
  • Intergenerational transfer
 
**Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant. 

Risk Management & Needs Coverage

  • Income protection
  • Asset protection
  • Family protection
  • Estate protection
  • Travel Insurance

Corporations and Businesses

  • Business Risk Management
  • Investment and Asset Management
  • Group RSP
  • Tax Efficiency of Business Investments
  • Group Health Benefits
  • Business Succession Planning

 

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