INTEGRATED FINANCIAL MANAGEMENT PROGRAM
We use an integrated financial management program to work with you to better understand your current financial position. After analyzing your financial data, we design the most effective plan that will direct you towards achieving your goals in assets accumulation, tax planning, education funding, charitable donations, debt management and retirement planning in the most tax-effective way possible. If ever your needs change after you've already enrolled in a plan, we can help you re-evaluate and adjust your strategy along the way.
REGULAR CONTRIBUTIONS
When you start contributing to an RRSP can be as important as how much you contribute. We will help you take advantage of the benefits of long-term compound interest.
ASSET ALLOCATION
We use our strategic investment planning tools and funds to strike a balance between return and risk. Our investment planning approach allows us to create investment portfolios you can rely on, no matter how safe or aggressive you choose to be.
REBALANCING
All investments, regardless of your goals, require regular monitoring and assessment or rebalancing. We recommend annual meetings with us to review your portfolio.
BUILD YOUR SAVINGS
Determine how to maximize your RRSP and TSFA contributions and other investment options, so you’re equipped when the time comes.
Some of the financial products we offer:
Tax-Free Savings Account (TFSA)
Registered Retirement Savings Plan (RRSP)
Insured Annuity
Registered Retirement Income Fund
Life Income Fund
Locked-In Retirement Income Fund
Guaranteed Lifetime Income Benefits
Guaranteed Investment Certificates – (GICs)