skip to Main Content

Plan
Components

Your planning toolkit

We recognize the importance of planning for retirement, and the need to provide quality of advice. We find that this segment of client has a unique set of challenges, such as losing as spouse, failing health, or lack of financial resources.

Our team will provide clarity where there is complexity, present an easy to understand quality financial plan with built-in solutions to your needs while maintaining harmony in your family circle when planning their legacy, or charitable giving.

We believe that all clients are unique and deserve a well thought out, and comprehensive road-map which we will review regularly and update all as needed.

Tax Planning

Taxes don’t have to be so taxing

We’ll use all available strategies allowed under your provincial laws to minimize the amount of tax you pay on your investment income.

Cash Management

Our alternative to traditional banking

Our synchronized approach to financial planning involves having an open conversation with you about your real-life plans, and uses a variety of strategies based on your current financial picture to help you achieve them.

We understand that all of your financial needs are interconnected, and we treat them as such – from investing and managing debt; to making sure you only have the insurance you need; to paying as little tax as possible.

Wealth Management

Getting the most out of your money

To feel at ease during volatile periods, focus on the long term, make sure your asset mix is optimized for your risk tolerance, and invest regularly.

Risk Management

The right choices for your changing life

Our full suite of life insurance and living benefits products can help protect your loved ones throughout all life’s adventures.

Retirement Planning

The right guidance at the right time

We can help you figure out how much you need to save to achieve your future financial goals and secure your preferred retirement lifestyle.

Estate & Succession Planning

Planning for your estate

We will recommend solutions that help maximize your estate’s value, while helping to ensure your beneficiaries will receive everything you’ve planned for them. We can help you understand how the decisions you make today impact the value of your estate.

Disability Insurance

Disability insurance coverage helps protect your ability to earn income, by providing an ongoing monthly income if you ever suffered a disability and couldn’t work.

We want to hear from you.

You deserve the value of a personal, lasting relationship.

Our commitment to face-to-face relationships, a proven investment approach, the breadth of our products, and the depth of our management are what make a relationship with us so rewarding.

We look forward to working with you to help you achieve your lifelong financial goals.

Preferred Contact Method

Back To Top