Let Us Plan
What We Do For You
Your financial world is constantly changing and knowing how or if it affects you can be overwhelming.
Increasing your financial understanding is part of our service offering.
Investment Solutions
Whether you are investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:
- Registered Retirement Savings Plans (RRSP, Spousal RRSP, LIRA)
- Registered Income Plans (RIF, Spousal RIF, LIF)
- Registered Education Savings Plans (RESP)
- Registered Disability Savings Plans (RDSP)
- Tax-Free Savings Account (TFSA)
- Non-Registered Accounts
- Corporate Accounts
- Trusts/Family Trusts
Asset Protection & Insurance Solutions
It is not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect your assets and the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:
- Life
- Critical Illness
- Disability
- Long Term Care
Retirement Planning
To enjoy your retirement, you will need a steady source of income and a plan uniquely tailored to you. We will help you understand where your money will come from and when you will be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there is one factor that plays a role in every successful retirement — good planning.
Multi-Generational Financial Planning
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.