Planning:

Tax Minimization Planning
  • Tax efficiency of investments
 Investment & Asset Management Planning
  • Asset allocation based on personal goals and objectives
  • Ensuring investment selection is in line with risk tolerance
  • Tax efficiency of Investments
Corporations and Business Planning
  • Investment and Asset Management
  • Tax Efficiency of Business Income
Retirement Planning
  • Retirement Plan - Income Projection and Analysis  
Estate Planning  
  • Ensuring client’s beneficiaries are in good order  
  • Refer clients to lawyers in the writing of a Will, naming an Executor and Power of Attorney
  • Estate Planning before death and assisting with estate windup after death.
 

 

Investment Products:

  • Mutual Funds
  • Stocks
 

Investment Accounts:

  • Pre-Retirement Planning - RRSP’s/Spousal RRSP's
  • Post-Retirement Planning – RRIF/LIF/LIRA/LRSP
  • Non Registered Individual and Joint Investment Accounts
  • Corporate Investment Accounts
  • Tax Free Savings Accounts (TFSA)
  • Education Planning - RESP's and In-Trust Accounts