Our Services & Strategies
What We Can Offer You
Financial Management Planning & Advisory Services
- Complete Financial Planning
- Investment Portfolio Construction
- Education Funding
- Retirement Planning
- Estate Planning
- Managing in retirement
- Cash Flow Management
- Debt Management
- Tax Optimization
- Risk Management
- Insurance
Wealth Management Strategies
- Retirement Compensation Arrangements (RCA)
- Individual Pension Plan (IPP)
- RRIF, RRSP, LRSP, LIRA
- CASH (non-registered accounts)
- Trust, In-trust
- Maximizing Portfolio Potential
- Tax Free Savings Account (TFSA)
- Estate Bonds
- Registered Educational Savings Plan (RESP)
- Registered Disability Savings Plan (RDSP)
- Using Trusts to Protect Your Assets
Investments
- Stocks
- Real Estate Investment Trust
- Preferred Shares
- New Issues
- High Interest Savings
- Annuities
- Flow-through Investments – Tax Shelters
- Bonds, Debentures, GICs
- Mutual Funds
- ETF’s – Exchange Traded Funds
- Segregated Funds (Seg Funds)
- Indexes