However intricate your situation, our tailored solutions will alleviate the stress that comes with navigating the complexity of today’s financial markets and allow you the freedom to do whatever you do best. Every client is different, so we build customized portfolios following a disciplined and consistent approach.
Mitigating risk,
Listening to their lifestyle goals and estimating their cash flow needs and expenditures in retirement,
Building income-generating portfolios to provide a steady cash flow for the desired retirement lifestyle, and
Drawing cash in the most tax-efficient manner.
We operate with objectivity – our team is free to use a wide range of investment vehicles internally and externally without bias to any platform or product.
Our wealth management expertise includes:
Non-Registered Accounts – Individual, Joint, Corporate, Personal Holding, Trusts, Estates, Foundations , Not-for-Profits
Registered Accounts – Registered Retirement Savings Plan (RRSP), Locked In Registered Account (LIRA), Tax Free Savings Account (TFSA), Registered Retirement Income Fund (RRIF), Life Income Fund (LIF)
Educational Accounts – Registered Education Savings Plan (RESP)