We work closely with clients to review their current investment status, determine their investment objectives, assess their risk tolerance and taxation concerns, then build an investment program tailored to their needs. We look at the whole picture: investment and savings needs, retirement plans, income projections and tax reduction planning. We value clients and have built long-standing relationships with them. In some cases we manage several generations of the same families, which is a true testament to the service and attention we provide. We have long-established working relationships with many carriers including insurance and mutual fund companies, banks and trust companies, which guarantees objectivity when it comes time to making an investment decision.
RRSPs, savings, TFSAs, RESPs, annuities, RRIFs, locked-in plans, group RRSPs, pension plans.