Wealth Management
Our main focus is buying individual stocks and bonds directly. Similar to Warren Buffett, we believe in buying companies that we expect to outperform over the long term.
- Canadian, U.S. and international stock
- Common and preferred shares
- New Issues
- Income trusts
- Mutual funds
- Index participations units
- Structured products such as equity-linked notes
- International, corporate and government bonds
- Canada and provincial savings bonds
- Structured and floating rate notes
- Money Markets
- Treasury bills
- Guaranteed investment certificates (GIC)
- Annuities
Planning
Be prepared, plan for your future whether it is for retirement, your kids' education or being debt free.
- Estate planning
- Risk Management
- Educational planning
- Retirement planning
- Investment planning
- Tax planning
- Debt management
- Cash management
Tax Efficiency
We have tax advisors that are ready and able to help our clients become more tax efficient.
- Preserve your wealth
- Create and protect the value of their future estate
- Integrate business and personal tax strategies
- Retirement income tax efficient
Insurance
Insurance strategies may be able to help you to protect the wealth that you have created during your lifetime and the value of your estate that you wish to bequeath to your family and beneficiaries. Meet with one of our insurance specialists to determine ways they can help you and your family. We specialize in whole life, universal life, term, critical illness, and long-term care.
- Estate creation and preservation
- Estate maximization and protection
- Tax minimization
- Income enhancement
Business Planning
Just like family planning, businesses require plans as well. We can help you manage your business investments as well as help you make decisions around improving tax efficiency and business continuity.
- Manage business assets for optimal performance and tax efficiencies
- Invest on behalf of the business
- Business succession planning
- Key employee considerations and protection for loss of
- Protection of your business through succession planning, executive life and key life insurance
