Estate planning

• Legacy planning
• Succession
• Intergenerational transfer
• Heritage asset
• Donations to children
• Trusts
• Charitable donations

* Some estate planning strategies may require the involvement of a lawyer and a notary.

Retirement planning

• Projection and analysis of retirement income
• Analysis of retirement needs
• Retirement allowance
• TFSA or RRSP
• Goal setting
• Analysis of CPP and OAS

Investment and asset management

• Setting targets and necessary rates of return
• Asset allocation based on personal objectives
• Investment selection in line with objectives and risk tolerance
• Tax-efficient investment
• Analysis of fees
• Ongoing monitoring (performance and objectives)

Business

• Investment management
• Tax efficiency strategies
• Life insurance strategies

Risk Management

• Protection of assets in the event of a drop or market correction
• Fixed income strategies
• Low Volatility Portfolio
• Investment risk management
  

Tax Strategies

• Tax-efficient investments
• Tax deferral
• Conversion for tax purposes
• Intergenerational transfer

* The establishment of tax minimization strategies complies with the rules set by the CRA and may require the intervention of a tax professional for specific tax advice