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