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
Insurance
  • Life
  • Critical Illness
  • Disability
  • Long-term Care
  • Travel Insurance
We take a “holistic” financial planning approach to assist people in managing their complete investment, insurance and debt portfolios.