Pragmatic wealth management for families and individuals
Early Investor
If you are new to investing, we will develop an investment plan that leverages your most valuable asset… time.
If you are not sure where to start, we can assist you in prioritizing your savings and helping you take 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 it is saving for your first home or sabbatical, managing an inheritance, or simply saving for financial security, we will help you through tough financial decisions by leveraging our 30 years of
banking, mortgage, and investment education and experience.
We look forward to showing you the benefits of having a financial professional in your court.
Saving For or Approaching Retirement
At this stage, you are facing new decisions around funding your retirement, funding your children’s postsecondary education, deciding what pension options to choose, or paying off your mortgage.
We will design a financial plan that will help you find out what your current financial situation is, what retirement lifestyle you can expect to achieve, present you with possible tax minimization strategies to review with your income tax professional, present you with possible strategies to protect as much of your estate, and design a investment portfolio that aligns with your comfort level and retirement income needs.
We will summarize your financial plan and routinely benchmark our progress towards your goals.
Complex Financial Planning Needs
If you are self-employed, hold revenue property, require U.S./Canadian cross-border investment services, or have built an investment portfolio more than $1,000,000, our wealth management services are of value to you.
We will start by establishing what you want to accomplish with your wealth, asking what you may be worried about, uncovering potential risk exposure, and ensuring that your finances and affairs are in order to simplify your estate for your beneficiaries or charitable giving.
We understand that your time is valuable and limited. We pride ourselves on making this experience as seamless and efficient as possible.
If you have complex planning needs, we would like the opportunity to show you how our differentiated wealth management experience can work for you!
