Our Services
PERSONALIZED PRODUCTS AND SERVICES
- Access to fee based exclusive Money Management
- Customized Financial & Wealth Planning
- Financial, Retirement & Tax Planning
- Treasury Bills, GIC's, Bonds, Stocks, and large array of Mutual Funds
- Self-directed RRSP's, RRIF's, RESP's.
- Insurance, Estate & Succession Planning Services
The services that I offer ensure you:
- Make the best financial decisions for you!
- Assess your current situation and make planning recommendations to help you reach those goals.
- Provide comprehensive investment advice based on a balanced portfolio philosophy
- Protect your lifestyle by providing appropriate insurance
- Offer a one-stop solution for all your financial issues
TYPES OF INVESTMENTS
- Mutual funds, Investment Trusts
- GICs, Strip Coupons, Canadian Savings Bonds
- Stocks & Bonds
- Limited Partnerships
- Oil & Gas Investments
- Real Estate Investments
- Access to Private Money Managers
Because it’s vitally important to our clients that they be fully informed on an ongoing basis we provide the following:
REPORTING
- Quarterly Performance Reporting
- Updated Financial Independence Evaluation
- Custom Statements on Request
EDUCATION
- Regular Mailings
- Client Informational Seminars
- Quarterly Newsletters
- Monthly Minute- a monthly email communication providing updates on Financial Planning and Investments that apply to you.
A WIDE RANGE OF EXPERTISE AND SUPPORT
We offer expert advice and consulting on a wide range of important topics including:
- Money Management (Investment solutions that provide a variety of options, including individual products and managed money expertise through specialty asset managers)
- Personal Tax Planning (Working with you or your accountant to maximize tax savings for the long-term)
- Risk Management (Including review of investments and identifying life risks here insurance or alternative options may provide some protection)
- Investment Planning (Identifying your investment parameters and a portfolio that fits both your investment and income needs, and your ability to tolerate volatility)
- Retirement Planning (Identifying how you can maximize your income flow in retirement through appropriate investment selection and identifying critical cashflow planning)
- Estate Planning (Proper allocation of assets and ensuring all your priorities are met, even after you’re gone)
- Business Planning (Ensuring your business objectives match those of your personal life to allow for a smooth transition)