Abraham Advisors - Services

By: Abraham Advisors  09-12-2011
Keywords: Retirement

Abraham Advisors are full service financial advisors. Read about our many services all designed to help you.

Our services include:

Everyone has a different idea of retirement, from traveling the globe, to giving back to the community, to writing the great Canadian novel. Whatever your idea of retirement is, Abraham Advisors will work with you to develop a comprehensive retirement plan.

Keywords: Retirement

Other products and services from Abraham Advisors

09-12-2011

Abraham Advisors - Services - Investment Advice - advice

In order to offer appropriate advice, we collect detailed information about our clients including what they are saving for, their financial objectives and obligations, their income, cash flow and wealth profile, their investment experience, their risk tolerance and their comfort level with different investments. It?s important to make clear that we do not invest our client?s money in anything that we would not buy for ourselves.


09-12-2011

Abraham Advisors - Services - Education Plans

With Pooled plans, self-directed plans, individual plans and family plans, each with different rules and restrictions, it can be hard to figure out which is right for you and your family. With rising tuition rates and the growing educational requirements of employers saving for your child?s education is more important than ever.


09-12-2011

Abraham Advisors - Services - Retirement Plans

The most important is the Registered Retirement Savings Plan but there are other strategies including Spousal Plans and Savings Strategies outside of the RRSP. Everyone has a different idea of retirement, from traveling the globe, to giving back to the community, to writing the great Canadian novel. Whatever your idea of retirement is, Abraham Advisors will work with you to develop a comprehensive retirement plan.


09-12-2011

Abraham Advisors - Services - Portfolio Management

We carefully construct the client portfolio to ensure that it is well diversified in terms of asset mix (stocks, bonds, real estate, cash), geography, and company type. Portfolio Review Services ensure a portfolio that is properly balanced, tax efficient and provides you with the cash flow you need. We want to make use of all available tax strategies for the investor both when setting up the initial portfolio and over time.


09-12-2011

Abraham Advisors - Services - Investment Advice - products

Through our mutual fund dealer arrangement with GP Wealth Mangement we offer our clients a wide variety and mix of funds to suit any need, including fixed income funds, equity funds, Canadian funds, international funds and geographic or sector speciality funds. Once we have helped you clearly establish your investment objectives, we can provide you with the most suitable products available on the market.


09-12-2011

Abraham Advisors - Services - Insurance

The insurance companies have been in Canada for over 100 years (Did you know that John A. MacDonald, Canada?s first Prime Minister, was the president of an Insurance Company?). We handle both whole life and term life insurance as well as disability insurance, critical illness insurance and Group Health Insurance programs. They are excellent money managers and very aware of the changing needs and wants of the population.