We recognize that in order to supply outstanding service, you require outstanding solutions. Below is sample into what we have to offer. Exceptional Services
- Portfolio Management
- Investment Strategies to meet your individual needs
- Estate and Tax Planning; Leave a legacy to the ones you love that reflects your wishes and gives purpose to what you've accomplished in your life.
- Retirement Plans to help prepare for your family's future
- Education Savings Plans to ensure your children or grandchildren have the resources available for post-secondary education.
- Business Succession Planning
- RESP; Individual and Family
- GIC's: Offering the best rates from over 30 companies protected by CDIC.
- High-interest Savings Accounts
- TFSA's: The Tax-Free Savings Account (TFSA) has been described as the single most important personal investment vehicle since the introduction of Registered Retirement Savings Plans (RRSP) in 1957.
We would be happy to answer any questions you might have regarding the above mentioned products and services. Please call to book an appointment with one of our advisors to discuss which solutions would best serve you.