Your Investment Goals
Managing and accumulating wealth is a lifelong process. Establishing a relationship with one of our Financial Advisors will provide you with professional, independent advice that addresses your unique needs as they change over time.
A financial plan to help you accumulate wealth will be determined by your financial goals, your time horizon, and your tolerance for risk. We work with you in assessing your wealth-management objectives to design an investment plan tailored to your needs.
When you are satisfied with your investment plan, it will be set in motion. We monitor its progress and discuss with you any changes in your life or financial status. Developments in the financial markets may lead us to make updates or adjustments to your plan.
Supporting Your Family
Whether you are saving for your child's education, or concerned for your own parents' financial well being, a solid financial strategy plan can help you manage these responsibilities. Our Financial Advisors will work with you to ensure that you have an investment plan that supports both you and your family.
Establishing Your Own Business
As an entrepreneur, you have unique issues that need to be considered within the context of your investment portfolio. Our Financial Advisors can provide the advice you need to invest for your future, while considering the impact on both your personal and business objectives.
We also provide guidance to small businesses through our Equity Capital Markets team. If you would like to learn more, feel free to visit their section of our website.
Planning for Your Retirement
Your retirement is an opportunity for you to enjoy the best that life has to offer. Whether your passion is to travel the world, play more golf, spend time in your garden, or care for your grandchildren, you will need to start preparing ahead of time.
While each investor's retirement planning strategy may differ, most investors share the same basic investment objectives: protection of principal, generation of income and growth of capital. We work with you to develop a customized retirement plan based on your unique funding objectives and time horizon.
Managing Your Estate
A well-constructed estate plan can help you provide the maximum benefit for family members, business partners, charities and others, according to your wishes.
An estate plan will enable you to minimize income taxes and probate fees, provide adequate inheritance distributions, arrange donations to a favourite charity, and ensure sufficient liquidity to pay bills. As well it will allow you to develop strategies for income splitting, secure the survival of a family business, and protect your assets from creditors.
In addition to the financial benefits, a well-prepared estate plan gives you peace of mind knowing that your family will be looked after in the best way possible.