Sound financial stewardship requires more than investment returns. We believe that sound financial advice and planning must also take your tax, estate and succession needs into account.

Our team of dedicated professionals provide comprehensive wealth management through the following services:

• Financial Planning
• Retirement Planning
• Coordination of your company pension and stock option plan
• Will Planning
• Insurance Planning
• Corporate Financial Education

These services are provided in 3 phases:

Phase I

A comprehensive analysis and understanding of our client's personal financial affairs, personal goals and objectives is undertaken. This includes pre and post-retirement analysis.

A written report with observations and recommendations including opportunities and solutions is provided, accompanied with an accurate net worth statement and cash flow projections reflecting recommended strategies.

Phase II

We assist in the implementation of your plan, which might include a reorganization of investments, insurance, updating Will and Estate Plans and the integration of these strategies and recommendations with your overall plan. In this process, we also consider opportunities for lifetime gifts and transfers, as well as the effective use of charitable and Testamentary Trusts, arranging for Enduring Powers of Attorney and Personal Directives to ensure that your affairs are properly handled in the case of mental or physical incapacity.

Phase III

This phase involves monitoring and periodic reviews, including timely reminders for tax return preparation, Trust returns, RRSP contributions and so forth.

BACK TO TOP >>