Services and Products
We're in the business of providing financial solutions. We can help you discover the importance of a sound financial roadmap to help you achieve your goals.
REVIEW YOUR INVESTMENT PORTFOLIO
- Investor profiling
- Risk tolerance analysis
- Tax efficiency of investments
- TFSA or RSP
- Regular review and re-balancing as needed
PLAN FOR RETIREMENT
- Retirement planning
- Goal setting and asset allocation
- Retirement income projection
- Pension, CPP and OAS Analysis
- RIF's and Annuities
SAVE FOR YOUR CHILD'S EDUCATION
- Estimate future education costs
- Create education savings plan
- Maximize government grants
- Create Education Savings Plans (RESP)
BENEFIT FROM TAX STRATEGIES
- Utilize financial products with preferential tax treatment
- Tax deferral and tax conversion
- Income splitting
CREATE ESTATE PLANS
- Transfer wealth effectively from one generation to the next
- Minimize probate and estate taxes on transfer of family wealth
- Estate bond
- Inheritance
ATTAIN PERSONAL FINANCIAL SECURITY
- Insurance
- Life
- Disability
- Critical Illness
- Health
- Long Term Care
- Travel
SAVE MONEY ON MORTGAGE INSURANCE
- Insurance with an insurance company can be a more secure and cost effective option
MAXIMIZE BUSINESS STRATEGIES FOR CORPORATIONS AND BUSINESSES
- Business risk management
- Business income and tax analysis
- Corporation/Holding Company Investment management
- Group benefits