A Full Spectrum of Advice
Advice
Informed, ongoing guidance to keep you on track to achieve your financial goals
Wealth Management
Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)
Referrals
Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
Discipline
Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
Education
Information and resources to help you participate in – and maintain ownership of – your financial future
Meetings
Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
Estate Planning
An effective action plan to ensure that your wishes are secured
Tax Planning
To ensure your financial plan is efficient, and your tax liability minimized
Goal-Setting
Clear consistent priorities, followed by regular monitoring, review and assessment
Risk Management
Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital
Insurance Consulting
Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
Retirement Savings
Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
Education Savings
Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
Research
From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
The right Investment strategies to meet your needs.