Products and Services

Financial Management Planning and Advisory Services

• Complete Financial Planning
• Investment Portfolio Management
• Education Funding
• Retirement Planning
• Estate Planning*
• Managing in retirement
• Cash Flow Management
• Debt Management
• Tax Optimization
• Risk Management
• Insurance*

Investments

• Stocks
• Income Trusts
• Preferred Shares
• New Issues
• High Interest Savings
• Annuities *
• Private Placements
• Flow-through Investments – Tax Shelters
• Bonds, Debentures, GICs
• Mutual Funds
• ETF’s – Exchange Traded Funds
• Segregated Funds (Seg Funds) *
• Indexes

Wealth Management Strategies

• Retirement Compensation Arrangements (RCA)
• Individual Pension Plan (IPP)
• RRIF, RRSP, LRSP, LIRA
• Cash
• Trust, In-trust
• Maximizing Portfolio Potential
• Tax Free Savings Account (TFSA)
• Estate Bonds*
• Registered Educational Savings Plan (RESP)
• Using Trusts to Protect Your Assets

Insurance

• Life
• Critical Illness
• Disability
• Long-term Care

* Offered through Canaccord Estate Planning Services Ltd.