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

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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

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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

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Education Planning

• Establish funding for your children's education

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Tax Planning

• Provide you with tax minimization strategies

Wealth Management Products

Investments

• Mutual Funds

• RRSPs

• RRIFs

• TFSAs

• Stocks

• Bonds

• Daily interest Savings

• GIC's

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Insurance

• Life (Term, Universal Life, Whole Life)

• Mortgage Insurance

• Critical Illness

• Disability Insurance

• Long Term Care Coverage

• Annuities

• Guaranteed Income Strategies

• Segregated Funds