In addition to our comprehensive personal financial planning and integrated wealth management solutions designed to simplify and enhance your life, we offer one or more of the following traditional services for those who require them.
Retirement Planning
With our aging and healthier Canadian populations, along with medical advances, retirement is quickly becoming the longest stage of our lives. Our services are designed to help you prepare for that time, both financially and personally.
Investment Planning
We offer comprehensive investment services involving the use of professionally managed programs as well as various specialty investments designed to provide certain guarantees, not to mention probate avoidance and creditor protection.
Estate Planning
Our estate planning services are designed to complement and enhance planning done with your lawyer and accountant. Through comprehensive planning, we introduce strategies and products to maximize estate values and reduce taxes wherever possible.
Insurance Planning
Insurance in any form is risk management. We can custom design an insurance portfolio for you, and we have access to all major insurance companies in Canada. Our services include the most effective use of life insurance, disability insurance, critical illness coverage, and long term care plans.
Gifting Programs
For the philanthropic investor, we offer private planning to structure your financial gift in the most advantageous manner possible. After we understand your desires, we can make recommendations that will help your favourite charity in the best possible way, all while reducing your own taxes.
Business Succession Planning
Business owners are faced with unique planning problems. Most have not adequately prepared for the profitable sale or transfer of their business upon retirement or death. We offer unique and valuable programs designed to help business owners resolve these often difficult and challenging issues.
