The Armstrong Group - ScotiaMcLeod Whitby - How We Help

By: The Armstrong Group  09-12-2011
Keywords: Financial Planning

  • We believe in a disciplined, structured process that is monitored continuously. We assess risk/reward trade-offs when evaluating all investment alternatives.
  • We believe every segment of financial planning is connected and all segments of financial planning must be addressed as you plan to achieve full financial success.
  • We believe a conservative diversified strategy is the right way to manage your portfolio. We strive for consistent returns, without taking undue risk.

Keywords: Financial Planning

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The Armstrong Group - ScotiaMcLeod Whitby - Services

Most people spend a lifetime of hard work building their estate: saving their money both inside and outside their RRSP, making prudent investment decisions, owning a home and perhaps a vacation property, etc. Planned Giving is a consideration that should be given to your overall estate plan if you are at all thinking of leaving funds to a charitable organization and looking for a tax benefit.