Products and Services

Advice on a wide range of Wealth Management products and services

• Investment & Asset Management
• Retirement Planning
• Estate Planning
• Tax Minimization Strategies
• Corporations and Businesses
• Risk Management & Needs Coverage
   

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

Insurance Services

• Life Insurance
  • Term Life, Universal Life and Whole Life
• Disability Insurance
• Critical Illness Insurance
• Health and Dental Insurance
• Group Insurance benefits
• Travel Insurance

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.