Organizing your finances
Providing for future generations
Dealing with inheritance
Living a comfortable retirement
Protecting your estate
A review of your current financial position
An analysis of issues that are most important to you
The setting of priorities and identifying action items
Involvement of other professionals, if needed
We also have a wide range of wealth advisory services which go beyond investment solutions and address your broader needs.
You can expect detailed statements of your account, electronic access through Gateway, our online client information centre, and face-to-face reviews on a regular basis. We will work closely with you to ensure that your investments and finances not only meet your current needs for income, growth and diversification, but also take into account your plans for the future and your family’s long-term security.
For those clients who wish to actively participate in the day-to-day decisions involving their investments, we will customize an investment portfolio to help you achieve your goals. You will be able to choose from a wide variety of "traditional” investment options, including Canadian and US equities and equity derivatives, new issues, fixed income products and investment funds.
By taking a disciplined, process-driven approach, we consistently provide you with a high-quality level of service and proactively address all aspects of wealth management, identifying strategies that are specifically right for you.
For those clients who want to maintain a degree of control over their investments but may not want the added responsibility of making day-to-day investment decisions, a fee based approach can be the right option for you.
Investment decisions made by a professional manager
Institutional Manager Accountability
Less day-to-day involvement for the client
Benefit from Manager’s process, expertise, research
Ongoing manager oversight and monitoring by internal and external experts
On-line access to investment information
Asset preservation is an integral component of any financial plan. This includes:
Registered Asset Preservation
Estate Preservation
Charitable Giving
Critical Illnes
Regardless of where you are in your life, income is required to support your lifestyle. We can address:
Disability Income
Insured Annuity
Insured Retirement
Long-term Care