- 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’ll talk about your lifestyle, goals, plans, investments and finances. This helps us learn best how to meet your needs.
Insight: Next, we’ll use our detailed data collection tools to create an accurate picture of your current situation.
Preparation: We’ll 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’ll take care of the paperwork and implement your plan.
Review: We monitor your plan regularly. If your situation changes, we’ll be there with the advice you need 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 and Personal Health and Dental.
We’re changing the way people see wealth. We’re proactive, not reactive. Flexible, not static. We synchronize your whole financial picture, so you can embrace more of life’s possibilities.