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Stay the course in challenging markets


We're in the business of providing financial solutions

WE CAN HELP YOU DISCOVER THE IMPORTANCE OF A SOUND FINANCIAL PLAN AND CREATE A ROAD-MAP TO HELP YOU ACHIEVE YOUR GOALS.

Review your investment portfolio

  • Investor profiling
  • Risk tolerance analysis
  • Tax efficiency of investments
  • TFSA or RSP?
  • Regular review and rebalancing as needed

Benefit from tax strategies

  • Utilize financial products with preferential tax treatment
  • Tax deferral and tax conversion
  • Income splitting 

Establish a farm succession plan

  • Effectively transfer farm assets to children
  • Farm succession without dissolving the farm operation
  • Ensuring each child gets their fair share of the estate


Plan for retirement

  • Comprehensive retirement planning
  • Goal setting and asset allocation
  • Retirement income projection
  • Pension, CPP and OAS Analysis
  • RIF's and Annuities

Attain personal financial security

  • Insurance
  • Life
  • Disability
  • Critical Illness
  • Health
  • Long Term Care
  • Travel

Create estate plans

  • Transfer wealth effectively from one generation to the next
  • Minimize probate and estate taxes on transfer of family wealth
  • Estate bond
  • Inheritance


Save for your child's education

  • Estimate future education costs
  • Create education savings plan
  • Maximize government grants
  • Create Education Savings Plans (RESP) 

Save money on mortgage insurance

  • Insurance with an insurance company can be a more secure and cost effective option

Maximize business strategies for corporations and businesses

  • Business risk management
  • Business income and tax analysis
  • Corporation / Holding Company Investment management
  • Group benefits