Providing the Value of Advice
Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.
Investment Solutions
Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise for your needs, including:
- Registered retirement plans (RRSP, RRIF)
- Locked-in retirement account (LIRA)
- Registered education savings plan (RESP)
- Tax-free savings account (TFSA)
Financial Planning
Financial planning is more than budgeting, saving or the perfect investment strategy. It sets you on a course toward achieving your life goals through the proper management of your financial affairs. Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation. This includes areas such as cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning.
Estate Planning
An estate plan is organizing your financial affairs and providing for the well-being of your family. By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts.
Planning for Retirement
Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream.
Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.
Mutual Funds
Mutual funds are very convenient since they can be quickly bought and redeemed. The mutual fund company does all the record-keeping, providing regular reports and the appropriate tax forms for your investments.
Depending on your financial goals and tolerance for risk there are a wide range of mutual funds available to you.
For more information on services and solutions to your financial needs..