Providing the value of advice
Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.
Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise for your needs, including:
- Registered retirement plans (RRSP, RRIF)
- Locked-in retirement account (LIRA)
- Registered education savings plan (RESP)
- Tax-free savings account (TFSA)
Planning for Retirement
Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream.
Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.
An estate plan is organizing your financial affairs and providing for the well-being of your family. By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, and charitable gifts.
It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in:
- Life and Health insurance
- Travel insurance
- Disability and Critical illness protection
Group and Business Solutions
Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, such as:
- Group benefits & Group retirement
- Group pension
- Competitive employee benefits
- Business insurance
For more information on services and solutions to your financial needs...
Understanding investment income
When it comes to taxation, not all investment accounts are created equal.
Insurance made easy
Getting the protection you need is faster and simpler than ever before.
Build a business succession plan well before it’s needed