| Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals |
 |
Wealth Management:
Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.) |
 |
Referrals:
Professional services alliances, designed to connect you with a network of independent experts, including accountants, lawyers, lenders, and insurance experts
|
 |
Discipline:
Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing
|
 |
Education:
Information and resources to help you participate in – and maintain ownership of – your financial future
|
 |
Meetings:
Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.
|
 |
Estate Planning:
An effective action plan to ensure that your wishes are secured
|
 |
Tax Planning:
To ensure your financial plan is efficient, and your tax liability minimized
|
 |
Goal-Setting:
Clear consistent priorities, followed by regular monitoring, review and assessment
|
 | Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital |
 |
Insurance Consulting:
Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)
|
 |
Retirement Savings:
Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement
|
 |
Education Savings:
Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts
|
 |
Research:
From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed
|