The Value of Advice
Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.
Planning for Retirement
To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you.
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
- Options Strategies
Estate Planning
- Legacy Planning
- Inheritance
- Intergenerational transfers
- Estate Bond
- Gifting to children
- Trusts
- Charitable donations
Tax Minimization Strategies
- Tax efficiency of investments
- Tax deferral
- Income Splitting
- TFSAs
- Passing assets through your estate
- 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
Other
- Capital Needs and Cash Flow Analysis
- Education Planning
- Short term goal planning
- Debt Management
For more information on services and solutions for your financial needs...