Our Services 

We strive to provide each of our clients with a tailored financial plan. This plan contains the blueprint for managing investments, expenses and life's major transitions. This blueprint helps to provide direction and proactive conversations to help prepare our clients before issues arise. Over the past few years, we have found ourselves specializing in a few key areas:

 

Types of Accounts

  • Non-Registered Accounts
  • Corporate Business Accounts
  • Trust Accounts
  • Registered Retirement Savings Plans (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Tax-Free Savings Accounts (TFSA)
  • Registered Education Savings Plans (RESP)
  • Life Income Accounts (LIF)
  • Locked-In Retirement Accounts (LIRA)

Type of Investments

  • GICs
  • Stocks
  • Bonds
  • Mutual Funds
  • Segregated Funds
  • Private Income/Equity Pools
  • Separately Managed Accounts (SMA)
  • Annuities

 

 

 

We provide a superior level of service to each of our clients. In order to ensure that we are meeting the ever-changing needs of our clients, we are constantly reviewing our service offering and will expand that offering as required. If there is a product, service or concept you would like to know more about, please do not hesitate to contact us. Reach us at (403) 220-9808 or send us an email to book a free consultation.