Retirement Planning

For many people, ensuring that they will be able to retire comfortably is the initial goal of the financial planning process. With more people retiring early, and ever increasing life-expectancy, it is crucial to recognize the changing nature of retirement and the impact that this can have on people’s financial needs.

Estate Planning 

It is often said that the only two certainties in life are death and taxes. We can help you plan for the former by minimizing the latter, thus making life easier for those you leave behind. Whether the goal is charitable giving, keeping the cottage in the family, or just ensuring a fair and even division of your assets, we can work with our partners such as our Estate and Insurance Advisors to provide you with peace of mind.

Transition Planning

There are moments in our lives when difficult choices must be made. Whether it’s subsequent to an early retirement, a lay-off, a career change or the breakdown of a relationship, we are sometimes forced to weigh various alternatives and launch ourselves in a new direction. Having a sound financial plan in place allows for better decision-making, following a reasoned and objective analysis of the various options.

Tax planning

Our team employs a Chartered Professional Accountant (CPA) to aid in tax efficient investing and planning. Further, we have direct and personalized access to tax experts within the office.

 

Infographic for Tax Planning

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Completeness of services

As part of our service offering, we can aid in the assessment of identify gaps in your financial needs. This can be summarized through the Hierarchy of Financial Needs.

 

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