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Our Services


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 

Retirement Planning

  • Retirement Income Projection and Analysis  
  • Pension Analysis
  • Goal Setting
  • CPP and OAS Analysis
  • Tax Efficiency 


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.

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.


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