Services


Investment Solutions

We have and use every option available including private wealth managers to ensure your investments are managed both for outcome, and simplicity. Making complicated, does not make it better; it just makes it complicated.  To get you there we have access to:

  • the largest inventory of fixed-income investments in Canada,
  • a best in class inventory of private equity managers,
  • a superior selection of mutual funds from leading fund companies worldwide,
  • a recognized industry leading team of equity and research analysts to assist us in making the right choices.

How you want to work with us is also an important factor in deciding what is best for you and your family. No matter what your preference, we offer the solutions you need through Rod Kennedy and his team, who will be there every step of the way, guiding you towards your retirement dreams.

 

Retirement Planning

Through team member Jason Fong, Financial Planning Specialist, we provide solutions to build and protect your retirement nest egg for each stage of your life. We will build a plan you will unsderstand, and that will make your future clear. 

 

Estate and Wealth Protection

Using the skills of Colin Biblow, Insurance Specialist, and Joyce Burnett, Estate Planning Specialist, we review and recommend strategies for protecting your assets, transferring your wealth and settling an estate.  Using estate and will planning tactics, and insurance 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.