Investment & Asset Management

• Fee analysis
• Tax efficiency of investments
• Continuous monitoring and goal checks
• Goal setting and required rate of return
• Asset allocation based on personal goals and objectives
• Ensuring investment selection is in line with goals & risk tolerance

Estate Planning*

• Trusts
• Inheritance
• Estate bond
• Legacy planning
• Gifting to children
• Charitable donations
• Intergenerational transfers

*Some estate planning strategies may require the involvement of a legal professional.

Tax Minimization Strategies*

• Tax deferral
• Tax conversion
• Income splitting
• Intergenerational transfer
• Tax efficiency of investments
• Passing assets through your estate

*Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant.

Retirement Planning

• Severance
• Goal setting
• Pension analysis
• CPP and OAS analysis
• Retirement income projection and analysis

Corporations & Businesses

• Group RSP
• Group benefits
• Business risk management
• Tax efficiency of business income
• Investment and asset management

Risk Management & Needs Coverage

• Asset protection
• Income protection
• Family protection
• Estate protection
• Travel insurance


We can also help with any of the following

• Beneficiary audit
• Debt management
• Education planning
• Short term goal planning
• Capital needs and cash flow analysis