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