Wealth management is providing clients with a full ongoing cycle of planning to achieve business & personal goals to make sure all the pieces of your financial lives are on the same page and talking the same language 
  • Business planning
  • Financial planning
  • Tax planning
  • Retirement planning
  • Cash flow planning
  • Estate transfer
  • Charity
  • Education 

 

Other services we offer
In addition to a vast array of investment products and solutions, we offer a number of value-added services to help you manage your wealth, many of which are complimentary for our clients.
These include:
  • Integration of your investment plan with your other service providers, including your lawyer or accountant
  • Access to financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more 
  • Business Owner Planning with specialized professionals 
  • Will and estate planning consultations through accredited Will and Estate Consultants 
  • Registered estate processing, tax reporting and t3 returns and annual consolidated tax reporting
  • Registered estate tax planning, including multiple and contingent beneficiary designations
  • Insurance consulting on a full range of individual life, health, segregated fund and annuity solutions
  • Self-directed Registered Education Savings Plans (RESPs) and formal trusts for educational purposes and income splitting
  • Research into old certificates/investments for current status and value
  • Research, commentary and information on specific holdings, markets or economies upon request
  • Margin accounts for leveraged investing
  • Multi-currency account functionality
  • Automatic account contributions and withdrawals along with automatic mutual fund purchase and redemption plans
  • Electronic Funds Transfer (EFT) capabilities to all financial institutions 
  • Interest paid on cash balances in investment accounts

For more information, please contact us today.