Our Commitment to Our Clients

Access to financial planning services and a personal financial plan that addresses your cash flow, tax strategies, investments, retirement, insurance, estate planning and more

Access to will and estate planning consultations through accredited Will and Estate Consultants

Access to Registered estate tax planning, including multiple and contingent beneficiary designations

Access to minimization strategies, deferral strategies, funding strategies and domestic and offshore planning

Helping you manage executor or Power of Attorney duties

We develop an in-depth understanding of your personal situation. With this, we are able to create your investment policy statement. This document provides the framework for managing your financial assets going forward. It clearly sets out your investment objectives, income needs, timeframes, asset mix guidelines, security selection criteria and review process.