Our Services

Our services include:

  • Financial Planning – Articulating your financial vision and providing a roadmap.
  • Business Succession Planning
  • Investments (Customized portfolios, individual common shares, preferred shares, fixed income securities, mutual funds, exchange traded funds, new issues)
  • Tax Planning
  • Estate Planning
  • Intergenerational Wealth Transfer
  • Trusts and Charitable Giving
  • On-line Account Access
  • Referral network for 3rd party accounting and legal services
  • Income and Asset Protection Insurance – Both life and critical illness
  • Investment Due Diligence
  • Personal Banking Services (offered by BMO Financial Group)
  • Private Banking Services (offered by Harris Private Bank)