Our Services

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.