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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

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Retirement Planning

  • Retirement Income Projection and Analysis 
  • Pension Analysis
  • Severance
  • TFSA or RSP ?
  • Goal Setting
  • CPP and OAS Analysis
    

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Estate Planning 

  • Legacy Planning
  • Inheritance
  • Inter-generational transfers
  • Estate Bond
  • Gifting to children
  • Trusts
  • Charitable donations

**Some Estate Planning strategies may require the involvement of a legal professional.

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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.

   

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Corporations and Businesses

  • Business Risk Management
  • Investment and Asset Management
  • Group RSP
  • Tax Efficiency of Business Income
  • Group Benefits
   

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Risk Management & Needs Coverage

  • Income protection
  • Asset protection
  • Family protection
  • Estate protection
  • Travel Insurance

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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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