Wealth Management

30%

average portfolio growth in 2024

Our Approach

We invest clients' assets with four of Canada's top five asset managers. First, we assess your current investment situation and explore available opportunities. Our approach is simple and straightforward: align the investment with your short-and long-term goals, meet your risk tolerance, and reduce payable fees and taxes. We also keep a close eye on the market, making adjustments as needed to ensure your portfolio stays on track.

Wealth Managers in Canada We Partner With

Our Services

There are many different investment, income and retirement options to help reach your financial goals. Investment products can be generally grouped into two categories.

1) Investment products & retirement income options

2) Registered investment & retirement plans

Investment products & Retirement Income Options

These products and options are ideal for managing your savings and receiving an income during retirement.

Segregated Fund Contracts

A segregated fund blends the growth potential of a mutual fund with the estate planning advantages of a life insurance contract. They provide guarantees and additional benefits designed to safeguard your investments while supporting your financial goals.

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Guaranteed Interest Products

Two options: Insurance GICs and Trust GICs. Both provide guaranteed principal and interest, ensuring your investment remains secure regardless of market fluctuations.

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Life & Term Certain Annuities

A payout annuity is an income-generating insurance product designed to provide regular payments over a fixed term or for the rest of your life. It offers a reliable income stream to help meet your financial needs during retirement.

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Registered Investment & Retirement Plans

These are government-registered plans and accounts that allow your savings to grow tax-deferred or tax-free under certain terms and conditions.

Registered Retirement Savings Plan (RRSP)

An RRSP helps you save for your retirement. Your contributions into this plan are tax-deductible. And, the income earned within your RRSP are tax-deferred until you make withdrawals.

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Tax-Free Savings Account (TFSA)

A TFSA helps you save money for any purpose. Although contributions aren’t tax-deductible, your investments can grow tax-free and you can make withdrawals at any time without paying tax.

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Other registered investment options include First home savings account (FHSA), Locked-in retirement account (LIRA), Registered education savings plan (RESP), Registered retirement income fund (RRIF), Life income fund (LIF), and Restricted life income fund (RLIF) & locked-in retirement income fund (LRIF).

As an independent firm, we are able to offer investment products from a variety of asset managers in Canada.