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Proactive Planning

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.

  • Family trusts
  • Legacy planning
  • Gifting & Charitable donations
  • Inter-generational wealth transfer