Achieving your goals In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, very effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. Through a comprehensive review and the use of our sophisticated planning software, you can have a clear picture of what can be done starting today to help you attain your retirement goals.
Our personalized approach Our team currently manages over $400 million for clients with an emphasis on wealth preservation and growth. We employ a personalized portfolio approach to investment planning and asset allocation. We create and monitor custom investment solutions tailored to each clients’ unique circumstances to help achieve their goals. Our clients include individual investors, business owners, trusts and group RRSPs. Our team is made up of six professionals with unique backgrounds and over 80 years combined financial industry experience.
Service Excellence and Specialties We are committed to building a solid, lasting relationship with our clients. Keeping clients informed is a top priority for us. This means providing access to a wealth of educational materials, promptly returning phone calls, and quickly following up on administrative issues. It also involves monitoring accounts on an ongoing basis to take advantage of opportunities as they arise, and changing market conditions. We regularly review goals, strategy and portfolio performance with our clients.