Each of our investors has specific investment needs and financial concerns. Through a relationship built on trust, integrity and confidence, we take the time to understand your needs and help you develop an investment plan and wealth protection strategy to achieve your goals. Our role is to determine the level of risk exposure that is appropriate for you, allocate your assets and choose diversified products to build a customized investment portfolio that has the ideal wealth protection, tax strategies and estate planning features. We can help you enjoy the wealth you have created through an investment plan designed to achieve consistent, long-term returns.
Our Wealth Management and Retirement Strategies include:
- RRSP's (Registered Retirement Savings Plans)
- RRIF's (Registered Retirement Income Funds)
- TFSA's (Tax Free Savings Accounts)
- RESP's (Registered Edication Savings Plans)
- Non-Registered Accounts
- IAA (Investment Advice Accounts)
- SMA (Separately Managed Accounts)
To assist in determining the type of investor you are, please click here.