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Services & Solutions

Our Services & Solutions

A number of our clients are simply looking to make good choices with their investments and to have a qualified Financial Advisor available to answer any of their questions. Beyond this, however, some clients are looking for help with additional financial planning issues and services. These free and confidential services include the following:

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Insurance Solutions

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice in:

  • Life, Health & Travel insurance
  • Disability and Critical illness protection
  • Evaluating and assessing current policies and needs
  • Independent comparison of market rates and recommendations 

Investment Solutions & Portfolio Management

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. We can provide educated advice and expertise for your needs, including:

  • Registered retirement plans (RRSP, RRIF)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)
  • Investments regularly monitored by professionals
  • Asset allocation and rebalancing recommendations
  • Investment analysis and selection

Investment Solutions

Estate Planning

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. 

  • Strategies for structuring your estate to reduce taxes at death
  • Strategies for structuring your estate to reduce probate fees
  • Charitable-giving strategies


Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. There’s one factor that plays a role in every successful retirement — good planning.

  • Cash Flow Management and Needs Analysis
  • Tax minimization strategies
  • Registered Retirement Plans (RRSP, RRIF)
  • Locked-in Retirement Account (LIRA)


Planning for Retirement

Group and Business Solutions

Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, such as: 

  • Group benefits & Group retirement
  • Group pension 
  • Competitive employee benefits
  • Business and key-person insurance

Tax Planning 

We can provide you with financial advice that will allow you to grow your wealth as fast as possible in a tax efficient way. We will help you determine what you need to do to achieve your financial goals and if there are any changes you might need to make in order to meet all your goals. Let us help you with:

  • Tax minimization strategies
  • Sheltering, use of trusts, income splitting, etc.
  • Tax planning recommendations
  • Tax-efficient investing    
  • Maximizing after-tax returns, using tax-preferred income, etc.

Banking Solutions

For more information on services and solutions for your financial needs...