Investment Services
Retirement Planning
The retirement planning strategies that make sense when you’re 45 don’t always make sense when you’re 55, 65 or older. That's why we provide solutions to build and protect your retirement nest egg for each stage of your life. Build your nest egg more effectively with our tax-efficient retirement strategies and solutions. Keep your savings goals on track with strategies that protect your retirement savings. Maximize your retirement income by choosing the right RSP maturity option and exploring other alternatives.
Business Planning
Every day, you make crucial decisions affecting the financial health of your business. And you know how important it is to have the best possible services and products to help effectively manage your finances. Manage your business risk through business succession planning, executive life insurance, key person insurance and more. Fulfill all of your company's investment needs with our customized business investing strategies.
Estate and Wealth Protection
Using insurance strategies and other solutions, we can help you protect your wealth during your lifetime, preserve the value of your estate for your beneficiaries, and help you tax-effectively transfer your wealth to family members, a favourite charity or other beneficiary. Learn how we can help ease the burden if you've been appointed as an estate executor.
