Pragmatic wealth management for families and individuals
For every stage of life, our comprehensive analysis of your current financial situation and objectives is designed specifically to accomplish your financial goals.
Early Investor
If you are new to investing, we will develop an investment plan that leverages your most valuable asset: time. Seemingly small changes made today can be life-changing over time.
We will guide you in structuring a savings plan that takes full advantage of your employer’s savings programs, Tax-Free Savings Account (TFSA), First Home Savings Account (FHSA), Registered Retirement Savings Plan (RRSP), and non-registered investments.
Whether you are saving for your first home or sabbatical, managing an inheritance, or simply saving for financial security, we will help you navigate tough financial decisions by leveraging our 30+ years of banking and wealth management expertise.
Saving For or Approaching Retirement
You are facing new decisions around funding your retirement, your children’s post-secondary education, choosing pension options, or paying off your mortgage.
We design personalized financial plans that identify your current financial situation, outline the retirement lifestyle you can expect to achieve, and present tax minimization strategies to protect your estate.
Our plan includes an investment portfolio that aligns with your comfort level and retirement income needs. We routinely check in with you and benchmark our progress toward your goals.
Complex Financial Planning Needs
If you are self-employed, hold revenue property, require U.S./Canadian cross-border investment services, or have accumulated financial assets exceeding $1 million, our wealth management services are of value to you.
We seamlessly establish your financial objectives, address concerns and risk exposure, and ensure that your finances and affairs are in order to simplify your estate for your beneficiaries or charitable giving. If you have complex planning needs, we can show you how our complete suite of wealth management experience can optimize and streamline your financial plan.
