The Value of Advice

Your world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of advice is more important than ever before. We will work together to identify what's important to you, and help set your goals to give you the confidence in a plan that meets your needs today and for your future. 

IT ALL STARTS WITH A PLAN

Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, let us help you build a plan to meet your needs and reach your unique goals. We will provide you with expert advice on the best investment products and solutions based on your unique priorities and risk tolerance. 

• Portfolio options and diversification

• Guaranteed Investment Certificates (GICs)

• Registered Retirement Plans (RRSP, RRIF)

• Registered Education Savings Plan (RESP)

• Tax-free Savings Account (TFSA)

Tax & Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. An estate plan needs to align with your whole financial picture, including investments and insurance. 

• Expert advice on tax planning strategies to minimize or defer taxes, and maximize deductions

• Solutions to help maximize your estate’s value

• Multigenerational wealth planning and transfer

• Will planning and beneficiary advice

• Advice on investments and account structures

Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. There’s one factor that plays a role in every successful retirement — good planning. 

• Cash Flow Management and Needs Analysis

• Tax minimization strategies

• Registered Retirement Plans (RRSP, RRIF)

• Locked-in Retirement Account (LIRA)

Insurance Solutions

We help people protect what is important to them. With the right Insurance solutions and products, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which may include: 

• Needs Analysis and Risk Management

• Travel, Life, Health and Dental Insurance

• Long-Term Care Insurance

• Disability and Critical Illness protection

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