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Our Services

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.

Insurance Solutions

Planning for Retirement 

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you.  

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


    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 

    Investment Solutions

    Estate Planning

    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.

    Planning for Retirement

    Group and Business Solutions

    Risk Management & Needs Coverage

    • Income protection
    • Asset protection
    • Family protection
    • Estate protection


    • Capital Needs and Cash Flow Analysis 
    • Education Planning     
    • Short term goal planning 
    • Debt Management

    Banking Solutions

    For more information on services and solutions for your financial needs...


    Understanding investment income
    When it comes to taxation, not all investment accounts are created equal.

    Insurance made easy
    Getting the protection you need is faster and simpler than ever before.

    Business Succession
    Build a business succession plan well before it’s needed