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Our Services

Services and Products

We're in the business of providing financial solutions. We can help you discover the importance of a sound financial plan and create a 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

  • Comprehensive 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

Call 1-250-563-1212