Services

We offer many services to meet your investing needs.

Mutual Funds Selection
In contrast to the early 1980s, there are now a large number of mutual funds for clients and advisors to chose from, many offering different investment styles and focuses. The benefit of being independent is that the firm is free to choose from amongst the most successful fund managers available in Canada to build a portfolio for clients that will match their tolerance for risk and achieve their investment objectives. . .

Asset Allocation
Proper investment allocation is both a result of individual preference and tolerance for volatility as well as relative value for the asset class and individual security. Generally, as one nears retirement the appetite for taking on risk becomes less attractive and the need for capital preservation enhanced. As well, the goal of saving and growing your investments may become secondary to the need for income from your investments to enhance your income. . .

Retirement Planning
Any plan that is drawn up to provide you with financial independence in your retirement years should have a savings component, assumptions for rates of return, and provide tax free compounding if possible. Unless you are relying on your pension plan proceeds to pay for your future obligations, you need to save. . .

Education Planning
With the help of a Registered Education Savings Plan you, as a parent, friend or family member, can start putting aside money for a child's post-secondary education. Your contributions can grow surprisingly quickly when you use this special savings account, as the Government of Canada offers the Canada Education Savings Grant and the Canada Learning Bond exclusively to RESP subscribers. . .

Group Planning

Tax Planning

Investor Login
Clients can login to view current transactions.