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Our vast range of products provides clients with choices tailored to fit their financial goals and advanced investment needs.

[/vc_column_text][vc_empty_space height=”40px”][/vc_column][/vc_row][vc_row el_id=”investment-planning”][vc_column][vc_empty_space height=”50px”][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_custom_heading text=”Investment Planning” font_container=”tag:h2|text_align:left|color:%230f5631″ google_fonts=”font_family:Montserrat%3Aregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_column_text]

With several years of experience helping Canadians prepare for their future, we understand the importance of investing to meet your current life stage needs, as well as those down the road. Our investment planning includes:
  • Goal setting and Required Rate of Return
  • Asset allocation based on personal goals and objectives
  • Ensuring investment selection is inline with goals & risk tolerance
  • Tax efficiency of Investments
  • Fee Analysis
  • Continuous Monitoring and goal checks

[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_single_image image=”1151″ img_size=”full”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space][/vc_column][/vc_row][vc_row el_id=”retirement-planning”][vc_column][vc_empty_space height=”50px”][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_single_image image=”1153″ img_size=”full”][/vc_column][vc_column width=”1/2″][vc_empty_space][vc_custom_heading text=”Retirement Planning” font_container=”tag:h2|text_align:left|color:%230f5631″ google_fonts=”font_family:Montserrat%3Aregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_column_text]

Retirement planning takes focus, dedication and vision. We can help you develop a plan to get you on the path to the retirement lifestyle you desire – a plan that works specifically for you and your unique situation. Our retirement planning includes:
  • Retirement Income Projection and Analysis
  • Pension Analysis
  • Severance
  • TFSA or RSP
  • Goal Setting
  • CPP and OAS Analysis

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Our estate planning solutions include:
  • Legacy Planning
  • Inheritance
  • Intergenerational transfers
  • Estate Bond
  • Gifting to children
  • Trusts
  • Charitable donations

**Some Estate Planning strategies may require the involvement of a legal professional.[/vc_column_text][/vc_column][vc_column width=”1/2″][vc_single_image image=”1154″ img_size=”full”][/vc_column][/vc_row][vc_row][vc_column][vc_empty_space][/vc_column][/vc_row][vc_row el_id=”asset-protection”][vc_column][vc_empty_space height=”50px”][/vc_column][/vc_row][vc_row][vc_column width=”1/2″][vc_single_image image=”1155″ img_size=”full”][/vc_column][vc_column width=”1/2″][vc_empty_space][vc_custom_heading text=”Family And Asset Protection” font_container=”tag:h2|text_align:left|color:%230f5631″ google_fonts=”font_family:Montserrat%3Aregular%2C700|font_style:700%20bold%20regular%3A700%3Anormal”][vc_column_text]

We offer a comprehensive suite of products and services designed to safeguard your financial security; from family protection, income protection, business continuity, wealth accumulation or estate preservation – we have a solution. Our estate planning solutions include:
  • Income protection
  • Asset protection
  • Family protection
  • Estate protection

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As a business owner, you may be facing complex decisions regarding new issues, private placements and mergers and acquisitions – you also want to make sure you protect your business. Our professional insight and analytic capabilities will enable you to determine business development decisions with confidence.
  • Business Risk Management
  • Investment and Asset Management
  • Group RSP
  • Tax Efficiency of Business Income
  • Group Benefits

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