What We Deliver

Planning is at the core of our services because that is the key to your financial success.

We serve both individual clients and businesses, tailoring our investment approaches and insurance solutions to match your requirements. Our advisors understand that no two clients are the same and that financial planning is intensely personal. Your needs are different even if your circumstances are similar.

With your best interests in mind, we provide value-added financial services in the following areas of wealth creation and protection:

 


• Corporate & Personal Insurance Planning Solutions
We are expert in life, disability, critical illness and long term care insurance.
• Investment Planning
We develop tax strategies for high net worth individuals and business owners. Fundamentally every financial issue is a tax issue so due diligence and ongoing management of your resources is needed to maximize your assets and minimize your tax bill. Our investment philosophy centres around tax-efficient, safe and secure investments. We focus on the protection of your principal.
• Retirement & Estate Planning
Helping you plan for your retirement by advising on the best options. Ensuring that your estate is maximized for your heirs and other beneficiaries.
• Employee Benefits
We help companies create customized group benefit and pension solutions for their staff. Working closely with small or large groups of employees, we develop instruments like Group RRSPs, dental and medical plans, Group Life Insurance and have served companies with up to 500 employees.
• Group Retirement Solutions
We offer and manage a number of pension plan and deferred profit-sharing plan options for employers and their employees.
• Business Succession Planning
We work with business owners on their overall corporate, business and tax planning requirements, and on business succession planning. We have the experience and expertise to tackle even the most unusual and wicked problems.

All of our services
dovetail together, whether we
are providing individual or
corporate strategies, or a
combination of both.

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