1 First Canadian Place
38th Floor, P.O. Box 150
Shain Wealth Advisory Group Annual Estate Workshop
Join us Thursday November 19th at noon for our annual Estates Workshop. Click here for presentation and RSVP details.
We hope to see you there!
Federal Budget Review
Finance Minister, Joe Oliver, tabled his first federal budget in the House of Commons on April 21, 2015. Click here for an overview of the most significant personal income tax measures that will impact Canadians, prepared by BMO`s in house tax professionals.
Turning off Paper Statements
Tired of your Investment Account Statements filling up your mailbox?
Click here for instructions to sign up for eStatements through your Gateway Account.
Don't have a Gateway Account yet? Click here to request an application.
Who We Are
We are a group of veteran investment professionals who each contribute unique skills and experience to our service offering.
The sole mission of our team is to ensure that our clients' financial goals are realized. Our Group's extensive knowledge of financial planning, investing, estate, banking and insurance services are all brought to bear to help us fulfill our mission.
Our clients are business owners, professionals, corporate executives and retirees who are concerned with ensuring their and their family's financial security. They appreciate the importance of engaging professionals and are willing to invest the time to assure their financial goals.
We Listen. To ensure that your goals, inspirations and dreams are met, we must listen. It is only then that we can develop a customized plan that meets your unique needs and gives you financial ease of mind.
We Educate. We want you to be informed when it comes to your finances. We offer a variety of investor education opportunities to ensure you have the most up to date information on market research, tax & estate planning, insurance and much more. We also leverage our wide network of internal & external experts to ensure that you are always connected with reliable sources of information.