- Tax PlanningOur Tax Planning philosophy is not centred on tax avoidance, but rather on helping you structure your finances, so you and your family aren’t overburdened by undue tax liability.
- Charitable GivingPartner with you in retirement and beyond: A long and fulfilling retirement takes multiple facets of your financial picture into consideration: health care, long-term care, insurance, legacy planning, and charitable giving. Our financial professionals will be here for you when you need advice in any of these areas.
- Tax Services
- Investment ManagementManaging and monitoring the portfolio: Unless you have the time and patience to dedicate to portfolio management, it can’t be done effectively. We know you have other things to do – such as living your life, so we’ll watch over the portfolio for you, making sure it never strays from delivering the objectives you desire.
- Mutual FundsBuilding your portfolio: Today, thanks to DIY-investing, anyone can create a discount brokerage account and start buying assets and including them in a portfolio. However, that’s not the most efficient or effective way to create long-term wealth. Using the allocation mix agreed upon, we’ll build a results-focused portfolio of individual investments (Stocks, Bonds, Mutual Funds, ETFs, Alternate investments) that will help get you to your financial objectives.
- Bonds
- Wealth ManagementLife is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.
- Financial PlanningWe strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
- Retirement PlanningRetirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
- Long Term Care
- Asset ManagementYou and your family (partner, spouse) work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.