Wealth Management Services

Financial Planning

  • Clarify your current financial picture

  • Establish your future goals and needs

  • Build a financial roadmap to get where you want to be

Retirement Planning

  • Help you build a nest egg to provide the retirement lifestyle you desire

  • Develop an investment portfolio to provide you with the most tax efficient, retirement income possible 

  • Determine future income requirements that will fund your desired lifestyle

Estate Planning

  • Protect your family’s assets from risk and unexpected loss

  • Facilitate a timely and tax efficient transfer of wealth to your family on your terms 

  • Minimize probate fees on your estate

Education Planning

  • Establish funding for your children's education

Tax Planning

  • Provide you with tax minimization strategies

Wealth Management Products

Investments

  • Mutual Funds

  • RRSPs

  • RRIFs

  • TFSAs

  • Stocks

  • Bonds

  • Daily interest Savings

  • GIC's

Insurance

  • Life (Term, Universal Life, Whole Life)

  • Mortgage Insurance

  • Critical Illness

  • Disability Insurance

  • Long Term Care Coverage

  • Annuities

  • Guaranteed Income Strategies

  • Segregated Funds