Building long-term success requires a thorough understanding of your individual goals and situation – today and as your life progresses. That’s why we take a personal approach to our practice, building long-lasting client relationships based on trust, communication and integrity.
In gaining a deeper understanding of you and your family, we strive to customize a wealth management plan that takes all your financial goals and opportunities into consideration.
• Investment management – whether you are focused on building your wealth, creating a tax-efficient income stream, or preserving its value for your legacy, we take a disciplined approach that maximizes your investment opportunities without unnecessary risk.
• Financial planning – we can help coordinate investment, tax-planning and insurance strategies that make your money work more efficiently. So there’s no duplication in efforts, and no wasted opportunities.
• Will & estate planning – our tax-efficient strategies allow you to preserve the value of your legacy without compromising your retirement lifestyle.
• Insurance strategies – can build wealth for your estate, protect your earning abilities, or create a reliable stream of income for your retirement.
• Retirement planning – that maximizes your income-earning years while working towards your ideal retirement lifestyle. This includes sophisticated retirement savings strategies that go above and beyond traditional RSPs for business owners, self-employed professionals or senior executives.
• Charitable giving – that allows you to give back to your favourite cause while taking advantage of special tax advantages from donating securities or establishing your own foundation.
