A holistic approach to wealth management, where every clients unique circumstances are taken into consideration as we identify solutions that fit your needs. Our wealth advisors work with a diverse range of individual retail clients, small businesses, and recent retirees.
Retirement Solutions
Whether you are close to retirement, already retired or simply planning ahead, having a retirement plan is essential. We work to help you make sense of where you stand today and the opportunities that lie ahead.
Pre-retirement planning
Post-retirement planning
Analysis of QPP & OAS
Order of liquidation
Longevity & Inflation
Tax Planning
Taxes are a fact of life for every Canadian. A key to maximizing our client’s wealth begins with recognizing that all investment decisions will ultimately have tax implications. With that in mind, our team of wealth managers work diligently to optimize your after-tax return.
Tax efficiency of investments
Tax deferral strategies
Income splitting
Taxable impact of inter-generational wealth transfer
Investment Advice
Across the spectrum of investment solutions, our team of wealth managers commit to providing independent advice tailored to your goals, risk tolerance, and time horizon.
Establishing objectives & Required rates of returns
Portfolio diversification
Tax-efficient Investment solutions
Fee analysis
*All investment advice and securities products are provided through Aligned Capital Partners Inc, a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Investor Protection Fund (CIPF).
Risk Management
Insurance strategies can play a key role in building a holistic plan that provides peace of mind, protection and opportunity. Our team of wealth managers will work with you to ensure we find the right solution that will address your specific needs.
Family protection
Legacy Planning
Business protection
Evaluation of existing protection
Estate Planning
Creating a legacy for the people you care about requires proactive planning. We help guide you in every facet of estate planning to reflect your wishes and provide clarity to those you love.
