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WHAT WE PROVIDE
How We Help
We believe that wealth is defined by a lot more than just money and make a promise to consider and plan across all aspects of your unique financial situation. Integration of many different services allows us to best meet your financial objectives. Discover the many ways we can help you live a fulfilling life, free of financial worry.

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  • Family and Lifestyle
  • Optimizing your Finances
  • Planning for the Future
  • Transferring Wealth

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Family &
Lifestyle

Helping
Dependants

  • Funding Education
  • In Trust Accounts
  • RDSP
  • Gifting Strategies
  • Family Loans
  • Trusts

Insights

Assisting
Parents

  • Long-term Care
  • Medical / Dental Plans
  • Power of Attorney
  • Representation Agreements

Insights

Buying
a Home

  • Mortgage Planning
  • Property & Casualty Insurance
  • Home Buyers Plan

Insights

Travel &
Leisure

  • Vacation Homes
  • Travel Insurance
  • Currency Exchange


Insights

Optimizing your
Finances

Minimizing
Taxes

  • Tax Planning
  • Tax Loss Harvesting
  • Tax Efficient Investments

Insights

Generating
Income

  • Income Planning
  • Portfolio Management
  • Cashflow
  • Annuities
  • Investment Accounts
  • Real Estate

Insights

Managing
Cash Flow
& Debt

  • Debt Management
  • Family Loans
  • RRSP Loans
  • Mortgage Plannning
  • Cashflow
  • Property Tax Deferral

Insights

Business
Owners

  • Group Insurance & Benefit Plans
  • Key Man Insurance
  • Shareholders Agreement
  • Buy/Sell Strategies
  • Succession Planning
  • Health & Welfare Trusts

Insights

Planning for
the Future

Creating
a Plan

  • Managing Risk
  • Tax Planning
  • Income Planning
  • Debt Management
  • Cashflow

Insights

Saving For
Your Goals

  • RRSP
  • RRSP Loans
  • TFSA
  • Real Estate
  • Funding Education
  • Other Investment Accounts

Insights

Preparing For
Retirement

  • Retirement Planning
  • Property Tax Deferral
  • Income Scenario Testing
  • Pension Plans
  • Government Benefits - OAS / CPP

Insights

Protecting
Your Health

  • Life Insurance
  • Disability Insurance
  • Funding Education
  • Critical Illness Insurance
  • Medical / Dental Plans

Insights

Transferring
Wealth

Estate
Planning

  • Wills
  • Power of Attorney
  • Representation Agreements
  • Beneficiary Designations
  • Executors

Insights

Estate Transfer
Planning

  • Gifting Strategies
  • Funding Education
  • Trusts
  • Life Insurance
  • Intergenerational Planning

Insights

Charitable
Giving

  • Gifting Strategies
  • Philanthropy
  • Donor Advised Funds

Insights




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