Investing

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. 

Risk Management

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.

OUR SERVICES

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.

 

Education Planning

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.

Tax 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.

Investments

  • Mutual funds

  • Equities and fixed income

  • Exchange traded funds

  • Alternative products

Credit and Lending

  • Investment and RRSP Loans*

  • Securities-based lending*

Accounts

  • Retirement accounts

  • Education savings accounts

  • Non-registered 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.

Insurance

  • Universal, term and whole life

  • Disability income protection

  • Critical illness

  • Long term care

  • Life and insured annuities

Business Owners

  • Business planning

  • Group benefit plans

  • Succession planning

Services

  • Retirement planning

  • Tax planning

  • Trust and estate planning

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604-538-5880

Suite 302, 1688 152 St
Surrey, V4A 4N2