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We service almost all types of investment accounts (RRSP, RRIF, LIRA, LIF, TFSA, FHSA, In-trust, trusts and non-registered accounts). Our portfolios can be tailored to your risk, time frame and particular account. Our private client portfolios offer incentives many can't compete with.
Private Client Portfolios
Professional Team
Ongoing Monitoring and Rebalancing
Unbiased Fund Selection Process
Low Cost, Fee-based Accounts
Life insurance is a financial product that provides a lump-sum payment, known as a death benefit, to designated beneficiaries upon the death of the insured individual. It helps to provide financial protection and support for loved ones in the event of the policyholder's passing. Term, Whole Life and Universal Insurance are just some of our offering. Critical Illness and Disability Insurance can also help in event you are not able to work. We can help you determine what is need for you and your family.
Financial planning is the process of setting goals, assessing resources, and creating a strategy to manage finances effectively. It involves budgeting, saving, investing, and managing risks to achieve short-term and long-term financial objectives, such as retirement savings, education funding, debt management, and wealth accumulation.
The Registered Disability Savings Plan (RDSP) is a Canadian government program designed to help individuals with disabilities and their families save for long-term financial security. Contributions to the RDSP grow tax-deferred, and the government provides matching grants and bonds to assist with savings. Withdrawals from the RDSP are taxable, but since many beneficiaries have low incomes, they often pay little to no tax on withdrawals. RDSPs are an essential tool for providing financial independence and security for individuals with disabilities.
Save for your very first home. The government will allow you to contribute up to $8000 a year with a total of a $40,000 lifetime limit. See if you qualify to open a First Home Savings Plan.
