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Services & Solutions


Investment & Risk Management

  • Goal setting and Required Rate of Return
  • Asset allocation based on personal goals and objectives
  • Ensuring investment selection is inline with goals & risk tolerance
  • Tax efficiency of Investments
  • Fee Analysis
  • Continuous Monitoring and goal checks

Estate Planning  

  • Legacy Planning
  • Inheritance
  • Intergenerational transfers
  • Estate Bond
  • Gifting to children
  • Trusts
  • Charitable donations

**Some Estate Planning strategies may require the involvement of a legal professional.

Retirement Planning

  • Goal Setting
  • Retirement Income Planning, Projection, and Analysis  
  • Pension Analysis
  • Severance
  • TFSA or RSP ?
  • CPP and OAS Analysis

Tax Minimization Strategies

  • Tax efficiency of investments
  • Tax deferral
  • Passing assets through your estate
  • Income splitting
  • Intergenerational transfer

**Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant.