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

*Borrowing to invest is not suitable for everyone. Losses as well as gains associated with such practice 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*

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