- Cash Flow Analysis
- Secured Lending
- Residential Lending
- Tax-efficient Income Planning
- Customized Investment Programs
- Portfolio Construction and Oversight
- Total Return Strategies
- Guaranteed Income Solutions
- Dynamic Withdrawal Strategies
- Concentrated Holding Review
- Income and Wealth Protection (Insurance)
- Estate Liquidity Needs
- Estate & Trust Advisory (Wills & POA)
- Living Benefits
- Intergenerational Wealth Planning and Transfer
- Philanthropic Planning
- Charitable Trusts
- Donor Advised Funds
Beneficiary/ Heir Financial Literacy
- Credit and Liquidity Solutions
- Education Planning
- Investment Property Structuring
- Recreational Property Planning
- Personal and Corporate Tax Integration
- Optimizing Corporate Investment
- Pre-liquidity Planning
- Business Succession
Overview: We will talk about your lifestyle, goals, plans, investments and finances. This helps us learn how to best meet your needs.
Insight: Next, we will use our detailed data collection tools to create an accurate picture of your current situation.
Preparation: We will consult a team of experts, including any personal advisors you may have, for additional analysis.
Presentation: We will present you with your complete financial plan and explain how we can help you get you from here to there.
Implementation: Once you agree to the approach, we will take care of the paperwork and implement your plan.
Review: We will monitor your plan regularly. If your situation changes, we will be there with the advice needed for you to stay on course.
Guaranteed Investment Funds, Mutual Funds, Portfolio Funds, RSPs, RESPs, RDSPs, GICs, Tax Advantages Funds, and Tax-Free Saving Accounts.
Chequing, Saving, Credit Cards and All in One Accounts.
Loans, Lines of Credits and Mortgages.
Critical Illness, Disability, Group Insurance, Life, Long Term Care, Personal Health and Personal Dental.
We are changing the way people see wealth. We are proactive, not reactive. Flexible, not static. We synchronize your whole financial picture, so you can embrace more of life’s possibilities.