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 rebalancing as needed

 

SAVE FOR YOUR CHILD'S EDUCATION

  • Estimate future education costs
  • Create education savings plan
  • Maximize government grants
  • Create Education Savings Plans (RESP)

 

CREATE ESTATE PLANS

  • Transfer weatlh effectively from one generation to the next
  • Minimize probate and estate taxes on transfer of family wealth
  • Estate bond
  • Inheritance

 

SAVE MONEY ON MORTGAGE INSURANCE

  • Insurance with an insurance company can be a more secure and cost effective option

 

 

 

 

 

PLAN FOR RETIREMENT

  • Comprehensive retirement planning
  • Goal setting and asset allocation
  • Retirement income projection
  • Pension, CPP and OAS Analysis
  • RIF's and Annuities

 

BENEFIT FROM TAX STRATEGIES

  • Utilize financial products with preferential tax treatment
  • Tax deferral and tax conversion
  • Income splitting

 

ATTAIN PERSONAL FINANCIAL SECURITY

  • Insurance
    • Life
    • Disability
    • Critical Illness
    • Health
    • Long Term Care
    • Travel

 

MAXIMIZE BUSINESS STRATEGIES FOR CORPORATIONS AND BUSINESSES

  • Business risk management
  • Business income and tax analysis
  • Corporation/Holding Company Investment management
  • Group benefits