We believe that knowledge and research are the foundation for good advice. We also believe the more educated our clients are, the more likely they are to understand our recommendations. Please click on the links below:
Family Wealth Management
Business Planning
Retirement & Tax Planning
We are specialists in the area of retirement planning strategies and solutions for each stage of your life.
Estate Planning
Education Planning-RESP's
Understanding Your Account Statements
What to Bring to Your Meeting
We suggest you bring the following to your meeting so we can fully interpret your financial situation. Some of the forms listed may not apply to your situation, bring what you can.
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Current RSP/RIF and / or Non-Registered investment account statements.
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T4 Statement
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Notice of Assessment from Canadian Revenue Agency
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Copy of your will
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Any employer pension data
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Copies of Insurance Policy statements
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SIN numbers for both yourself and your beneficiaries
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Contact information for your accountant and lawyer
Networth Calculator
Use the RBC Dominion Securities Networth online calculator
