SERVICES
We know that building successful investment portfolios matters, but we also know that investment management is crucial to wealth management. We also believe that a comprehensive financial and estate strategy is essential to ensuring your wealth grows in line with your values and goals. That’s why we offer comprehensive, unmatched wealth management services.
ESTATE PLANNING
- Legacy Planning
- Succession
- Intergenerational Transfer
- Heritage
- Voucher Gifts to Children
- Trusts
- Charitable Donations
* Some estate planning strategies may require the involvement of a lawyer and a notary.
TAX STRATEGIES
- Tax-advantaged investments
- Tax deferral
- Tax conversion
- Intergenerational transfer
* Establishing tax minimization strategies follows the rules set by the CRA and may require the intervention of a chartered accountant.
INVESTMENT AND ASSET MANAGEMENT
- Establishment of objectives and required rate of return.
- Asset allocation based on personal objectives.
- Selection of investments in harmony with objectives and risk tolerance.
- Tax-efficient investment.
- Fee analysis. Continuous monitoring (performance and objectives)
BUSINESSES
- Investment and Asset Management
- Group RRSP
- Tax Efficiency of Business Income
- Employee Benefits
RISK MANAGEMENT
- Asset Protection in the Event of a Market Drop or Correction
- Retirement Needs Analysis
- TFSA or RRSP Fixed Income Strategies
- Low Volatility Portfolio
- Investment Risk Management
RETIREMENT PLANNING
- Retirement Income Projection and Analysis
- Retirement Needs Analysis
- Retirement Allowance
- TFSA or RRSP
- Goal Setting CPP and OAS Analysis
