Providing the value of advice
Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your choices, giving you added confidence in your financial decisions.
Investment & Asset Management
- Goal setting
- Asset allocation based on personal goals/objectives
- Ensuring investment selection is inline with goals & risk tolerance
- Tax efficiency of Investments
- Fee Analysis
- Continuous Monitoring and goal checks
- Ethical investing
Retirement Planning
- Retirement Income Projection and Analysis
- Pension Analysis
- Severance
- TFSA or RSP ?
- Goal Setting
- CPP and OAS Analysis
Tax Minimization Strategies
- Tax efficiency of investments
- Tax deferral
- Tax conversion
- Passing assets through your estate
- Income splitting
- Inter-generational transfer
**Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant.
Corporations and Businesses
- Business Risk Management
- Investment and Asset Management
- Group RSP
- Tax Efficiency of Business Income
- Group Benefits
Risk Management & Needs Coverage
- Income protection
- Asset protection
- Family protection
- Estate protection
- Travel Insurance
Other
- Capital Needs and Cash Flow Analysis
- Credit analysis and Banking cost review
- Education Planning
- Short term goal planning
- Debt Management
- Beneficiary audit
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