An Integrated Approach To Wealth Management
To maintain maximum financial health in order to live your best financial life, you should monitor and regularly measure the healthiness of various facets of your financial situation which all have an impact on one another. Unfortunately, as our clients are often busy professionals or simply do not share the passion we have for finance, many important components are often neglected. We are here to help you keep everything organized and to make sure no stone remains unturned, working closely with others you engage with as part of your dedicated team of professionals.
Here are some of the services we offer our clients:
- General Financial Planning
- Retirement Planning
- Investment Management
- Estate Planning
- Trusts
- Education Planning
- Pension Planning
- Philanthropy / Charitable Giving
- Tax Planning
- Insurance
We offer the following account types:
- Retirement Savings Plans (RSP)
- Tax Free Savings Accounts (TFSA)
- Registered Education Savings Plans (RESP)
- Registered Disability Savings Plans (RDSP)
- Non-registered Accounts (Cash accounts)
- Corporate Accounts
- Donor Advised Charitable Fund
- Group RSPs
- Employer Sponsored Pension Plans
We provide unrestricted and unbiased access to the following products ensuring your interests are always protected and eliminating the conflict of interest otherwise often present in the more mainstream investment model:
- Stocks
- Bonds
- Mutual Funds (all fund companies)
- ETFs (all fund companies)
- Alternative investments
- High Interest Savings Options
- GICs (from various banks)
*Minimum of $400,000 in combined investable assets per household.
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