top of page

OUR SERVICES

A FULL RANGE OF FINANCIAL SOLUTIONS

Services

  • Financial Planning

  • Retirement planning

  • Budgeting and cash flow

  • Tax planning

  • Trust and estate planning

  • Risk management

  • Planned giving

​

Investments

  • Equities and fixed income

  • Exchange traded funds

  • Mutual funds

  • Alternative products​

  • Portfolio construction​

​

​

​

​

*Leverage borrowing to invest is not suitable for everyone. You should be fully aware of the risks and benefits associated with using borrowed money to invest since losses as well as gains may be magnified.

Accounts

  • Retirement accounts

  • Education savings accounts

  • Non-registered accounts

  • Tax free savings accounts

​

Business Owners

  • Business planning

  • Group benefit plans

  • Succession planning​

​

Credit and Lending

  • Investment and RRSP Loans*

  • Securities-based lending*

bottom of page