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What We Do

We help families and business owners meet their life goals and financial objectives by providing a comprehensive approach to financial management. Here’s what we do for our clients.


PLANS

Plans can be described as strategies designed to achieve your goals, such as:

  • Comprehensive Financial Plans using industry leading software
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Business Succession Planning
  • Insurance Planning
  • Tax Planning

PRODUCTS

Products are instruments that enable us to execute your plan.

  • Stocks, Bonds, Mutual Funds, ETFs, GICs
  • Cash/Investment/Fee Based Accounts (Individual or Corporate)
  • RRSPs
  • RESPs
  • TFSAs
  • RDSPs
  • Monthly Income Plans (SWPs)
  • Segregated Funds
  • SMAs (Separately Managed Accounts)

SERVICES

Services that we can offer you.

  • Establish risk and understand goals
  • Create, implement, and monitor plans 
  • Monitor and rebalance portfolios
  • Buy and sell securities
  • Monitor capital markets and portfolio management teams
  • Insurance planning
  • Group Benefits and Pensions for business owners

Start planning today. 

Get in touch