We offer a variety of investment services. Build and grow your portfolio by working closely with our team. Or, if you prefer to take a hands-off approach, you can leave the investing decisions to professional investment managers.

Whether saving for retirement or a child's post-secondary education, registered accounts are a tax-effective addition to any investment portfolio. We offer the following registered account options for our clients:

• Registered Retirement Savings Plan (RRSP)
• Registered Education Savings Plan (RESP)
• Registered Retirement Income Fund (RRIF)
• Tax-Free Savings Account (TFSA)
• Locked-In Retirement Account (LIRA)

An estate plan helps ensure a smooth wealth transition to your family. We advise on issues like minimizing taxes, reducing market risk impact and potential family disputes—now and when your estate is settled.

A formal business transition plan helps determine how, when and to whom you’ll transfer your business. A plan also helps preserve your company’s value as it accounts for tax planning, preparing for a potential sale and any unforeseen events. Our expert team helps you understand your options and identify an effective strategy.