| Integration with Other Service Providers We seamlessly integrate your investment plan with key service providers, such as your lawyer or accountant, to ensure cohesive and well-coordinated financial management. | Financial Planning Services We offer access to personalized financial planning services, including an extensive financial plan that addresses cash flow, tax strategies, investments, retirement, insurance, and estate planning. |
| Will and Estate Planning Consultations We provide consultations with accredited will and estate experts to assist you in creating effective wills and estate plans. | Registered Estate Processing We implement efficient processing of registered estates, including tax reporting and T3 returns. |
| Registered Estate Tax Planning Our team offers expert guidance on multiple and contingent beneficiary designations to optimize your estate's tax planning. | Insurance Consulting Drawing from our insurance team, we provide comprehensive insurance consulting on individual life, health, segregated fund, and annuity solutions. |
| Custody and Safekeeping We offer secure custody and safekeeping services for your valuable assets. | Annual Consolidated Tax Reporting To simplify your taxes, we provide streamlined tax reporting, including dispositions with book costs. |
| Research and Commentary Upon request, we can give you access to research, commentary, and information on specific holdings, markets, or economies so you understand how every position in your portfolio aligns with your goals. | Automatic Contributions and Withdrawals To keep you on track with your financial goals, we offer convenient automatic account contributions and withdrawals. |
| Automatic Mutual Fund Plans We help with effortless mutual fund purchase and redemption plans for added convenience. | Electronic Funds Transfer (EFT) Capabilities We offer convenient and secure electronic funds transfers. |