In the business of providing financial solutions

We can help you discover the importance of a sound financial plan and create a roadmap to help you achieve your goals.

REVIEW YOUR INVESTMENT PORTFOLIO
  • Investor profiling
  • Risk tolerance analysis
  • Tax efficiency of investments
  • TFSA or RSP?
  • Regular review and rebalancing as needed
SAVE FOR YOUR CHILD'S EDUCATION
  • Estimate future education costs
  • Create education savings plan
  • Maximize government grants
  • Create Education Savings Plans (RESP)
CREATE ESTATE PLANS
  • Transfer wealth effectively from one generation to the next
  • Minimize probate and estate taxes on transfer of family wealth
  • Estate bond
  • Inheritance
ESTABLISH A FARM SUCCESSION PLAN
  • Effectively transfer farm assets to children
  • Farm succession without dissolving the farm operation
  • Ensuring each child gets their fair share of the estate
SAVE MONEY ON MORTGAGE INSURANCE
  • Insurance with an insurance company can be a more secure and cost effective option
PLAN FOR RETIREMENT
  • Comprehensive retirement planning
  • Goal setting and asset allocation
  • Retirement income projection
  • Pension, CPP and OAS Analysis
  • RIF's and Annuities
BENEFIT FROM TAX STRATEGIES
  • Utilize financial products with preferential tax treatment
  • Tax deferral and tax conversion
  • Income splitting
ATTAIN PERSONAL FINANCIAL SECURITY
  • Insurance
    • Life
    • Disability
    • Critical Illness
    • Health
    • Long Term Care
    • Travel
MAXIMIZE BUSINESS STRATEGIES FOR CORPORATIONS AND BUSINESSES
  • Business risk management
  • Business income and tax analysis
  • Corporation / Holding Company Investment management
  • Group benefits