Financial Investment Services
Providing common sense solutions for investors.
Each of our services are customized to meet the unique and individual needs of every client. You can enjoy meeting with your financial advisor in person for a more in-depth and effective consultation. Our experts will meet at a time and place that is convenient for you, no matter your schedule. You can also benefit from maintaining a long-term relationship with the same financial advisor. Take a look at some of the services we provide and explore the hidden potential of your financial investments.
Customized Investment Solutions
- Review and provide analysis of current investment holdings
- Identify fee structure of investment holdings and opportunities to reduce fees
- Create a fully transparent portfolio dedicated to building wealth
Asset
Management
Our service does not stop when your portfolio is built. Ongoing portfolio monitoring and rebalancing is critical to your success; we also focus on tax efficiency and look for opportunities to reduce tax.
Retirement
Income Planning
Develop retirement income solutions designed to meet the unique individual needs and timelines for each retiree. Focus is placed on peace of mind consistent and predictable income throughout retirement.
Financial
Planning
- Establish a plan to achieve goals
- Develop retirement plan and solutions
- Regularly review plans and make necessary adjustments (if required)
ASK US ABOUT THE RETIREMENT INCOME CONFIDENCE PROGRAM™!
Household Budget Management
- Budgeting advice
- Cash flow management
- Home buying/selling advice
Estate
Planning
- Review of current wills and POAs
- Assistance with planning of new wills and POAs
- We work with multigeneration families to provide estate planning
Tax
Planning
- Review of tax returns to identify opportunities to reduce taxes
- Meeting with accountants where necessary to discuss strategies
Insurance
Planning
- Review of current insurance protection
- Develop customized insurance solutions
- Perform a needs analysis to identify coverage requirements
Business
Consultancy
- Assistance with planning and setup
- Ongoing help through growth stages
- Succession planning including transition and sale of business
Employment
Assistance
- Assistance with group RRSPs and Defined Contribution Pension Plans
- Employment termination assistance