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Our approach to wealth management is not just about numbers; it's about you. We believe that your financial success is our success, and we are committed to helping you achieve your goals. That's why we offer unparalleled, comprehensive wealth management services.

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Retirement Planning

Customized Portfolio

  • Establishment of goals and required rate of return
  • Allocation of investments between fixed-income securities and equities, based on goals
  • Tax-efficient investments
  • Transparency – our fees are based on a percentage of the investments we administer
  • Customized performance review

Retirement Planning

  • Analysis of retirement needs and goals
  • Detailed cash flow projections
  • Optimization of disbursement in retirement
  • Establishment of asset disbursement order
  • Determination of cost of desired lifestyle

Estate Planning

Insurance Solutions

Risk Management

  • Assets with negative market correlation
  • Portfolio diversification
  • All-weather portfolio
  • Capital conservation in case of a market downturn
  • Low-volatility portfolio

Tax Strategies

  • Tax-efficient investments
  • Income distributions
  • Best investment for account type
  • Intergenerational transfer
  • Reduced tax-induced yield erosion

* Tax minimization strategies comply with the rules set by the CRA and may require the involvement of a chartered accountant.

Tax Strategies

Estate Planning

Estate Planning

  • Wills, protection mandates and trusts
  • Maximization of bequests
  • Intergenerational transfer
  • Estate bond
  • Bequest planning techniques
  • Charitable giving
  • Reduction of related costs

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

Business Solutions

  • Investment and asset management
  • Business income tax efficiency
  • Fringe benefits, group RRSP
  • Financing for a transition period due to the death or prolonged illness of a key employee
  • Financing for the buy-sell clause of a shareholder agreement
  • Business deficit coverage for a period of disability