Trusted Advice | Personal Service
Are you getting the advice you need and the service you deserve?
Trusted Advice | Personal Service
Are you getting the advice you need and the service you deserve?
We are committed to providing the most suitable investment advice and financial services that will allow you to achieve your unique financial goals.
Our experienced team specializes in providing full-service financial planning to successful individuals and their families throughout every stage of their financial life. Our services include the creation and implementation of a personalized Wealth Management Plan that includes: comprehensive retirement planning, independent investment advice, creative estate planning, risk management, and tax minimization strategies, with an emphasis on wealth preservation.
We will work with you to build a Wealth Management Plan that is customized to meet your long-term goals, suitable for your level of risk tolerance and investment objectives, and responsive to your ongoing financial needs and personal circumstances.
Financial Insights
Monetary Policy 101
Monetary Policy 101 Bank of Canada and Interest Rates
The Bank of Canada influences interest rates for consumers and businesses. The “overnight rate”, set by the Bank of Canada is the foundation rate that all other interest rates are based upon.
Life Insurance Explained
The technicalities of life insurance can make it difficult to understand. Many clients are overwhelmed, or unsure about which option is best in terms of cost, coverage and meeting their goals.
Tax Free Savings Accounts – The Basics
A Tax-Free Savings Account, more commonly known as a TFSA, is a savings that can hold cash as well as investments. The TFSA was introduced to Canadians in 2009.