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)