What We Do

We provide our clients with sound financial and investment advice

Financial Advice:

  • At what age can I afford to retire?

  • How much do we need to save to reach our retirement goals?

  • How much will I have to live off each year during retirement?

  • Do I need to sell my house to fund my retirement?

  • What is the best way to manage my Estate?

  • How can I make my portfolio as tax efficient as possible?

  • Should I buy insurance? How much? What kind?

  • Should I save and invest my money or pay off my mortgage/debts?

We realize that each client has a unique set of needs and goals, and therefore, no two clients are the same. With this in mind, our goal is to learn as much about a client as we can before we make any investment decisions. Risk tolerance, time frame, and investment/retirement goals all play a vital role in developing the appropriate asset mix within a client’s portfolio. Once we have uncovered this critical information, we can implement the appropriate investment strategy.

Investment Advice:

  • What is the appropriate asset mix for me?

  • What are my investment needs? Growth? Income?

  • What is my Risk Tolerance?

  • Should I invest only within Canada?