A proven wealth management philosophy is one that takes emotion out of the equation and relies on a long-term disciplined approach, preserving investments and minimizing risk.
Your objectives, attitudes toward risk, return expectations and time horizon are key factors in helping determine a plan that's right for you.
Insurance is a key component of any wealth management plan. That's why we take an integrated approach when assessing your needs to develop a risk management plan that addresses all aspects of your life - and all scenarios that affect your financial well-being.
Saving and Borrowing
Being fiscally responsible is the foundation for accumulating and protecting your wealth. We will work with you to ensure you're living within your means and setting attainable investment goals to build your financial independence.
Planning for Retirement
Planning for retirement isn't just about contributing to your RRSP or group pension plan. It's also about how you'll live in this next stage of your life. We focus on creating a plan that helps you achieve your goals in retirement.
Whether you're currently at or returning to school, or helping fund a child's education, we can help you consider your options and maximize the value of a Registered Education Savings Plan (RESP)
Will and Estate Planning
To plan for the preservation and transfer of your assets, we can help you keep an eye on the horizon by understanding your situation and wishes, including tax-efficient legacy planning.
We will take a straightforward approach to minimizing your taxes by leveraging sound investment strategies.
Helping you meet your needs and achieve your goals.
A FULL RANGE OF FINANCIAL SOLUTIONS
We offer a full suite of financial products to serve you and help you achieve your goals.
Equities and fixed income
Exchange traded funds
Credit and Lending
Investment and RRSP Loans*
Education savings accounts
Tax free savings accounts
*Borrowing to invest is not suitable for everyone. Losses as well as gains associated with such practice may be magnified.
Universal, term and whole life
Disability income protection
Long term care
Life and insured annuities
Group benefit plans
Trust and estate planning