DaSilva, Jones, and Myers Advisory Team
The DaSilva, Jones, and Myers Advisory Team offers unique solutions, customized support and advice that can address all of your financial needs, including:
We are committed to bringing exceptional and effective financial advice to our clients, while building strong relationships and creating peace of mind.
Our team publishes a monthly newsletter. Click here to subscribe to our mailing list.
FINANCIAL PLANNING
Be prepared for your future. The DaSilva, Jones, and Myers Team will help you develop a personal financial strategy by utilizing our services.
We will:
Discover your current financial position, income needs and timeline
Define your current goals, dreams and expectations of our client-advisor relationship
Implement by choosing investments to pursue your financial goals
Create a yearly review schedule to ensure that we stay on course
Manage investment performance with our qualified team of professionals
As Investment Advisors, we are able to provide a broad range of investment solutions to help you meet your goals. Build and grow your portfolio by working closely with our team.
Evaluate your current position
Define your goals and risk tolerance
Develop and implement a strategy
Monitor progress on a yearly basis
REGISTERED SAVINGS SOLUTIONS
Whether you're saving for retirement or a child's post-secondary education, registered accounts are tax-effective. Let us help you choose the accounts that are right for you.
Review your retirement or education goals
Assess your current financial situation and available resources
Develop a Registered Retirement Savings Plan (RRSP), Tax-Free Savings Account (TFSA) or Registered Education Savings Plans (RESP)
We want you and your family to be prepared for the future. A properly structured estate plan helps ensure a smooth wealth transition to your family. We advise on issues such as:
Minimizing tax consequences
Reducing market impact
Averting potential family disputes
...both now, and when your estate settles.
Change is inevitable, and that includes changes in your insurance needs. Our licensed advisors can review your current policies and discuss options.
Assess your insurance needs
Review your current policies
Explore available options
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.
If you’re looking for a unique money management tool, consider the CIBC Wood Gundy Asset Advantage Account (AAA). With the AAA, your Investment Advisor provides professional advice, and you receive credit card services. Enjoy all of the features and benefits of a full-service investment account including special banking privileges, preferred interest rates, a CIBC Wood Gundy Advantage debit card with 24-hour worldwide access through electronic banking services and access to CIBC credit cards*. (*excludes corporate and U.S. dollar visas for auto pay service)
