Pay less in taxes
Using all your RRSP and TFSA contribution room and looking for other ways to reduce your tax bill? We have some great solutions: split up or optimize your income, get tax deductions and credits, take full advantage of tax regimes and optimize your non-registered portfolio.
It’s never too late or too early to start planning for retirement. Our team of experts can analyze your financial needs from top to bottom and craft a detailed action plan so you can count on a nice, comfortable retirement that meets your expectations.
Invest in your children’s or grandchildren’s education
To help your children and grandchildren succeed in life, set up an education savings account. Meet with our wealth management experts to choose the education savings plan that’s right for you and maximize government grants. Invest in the future!
Protect your family’s assets and make a succession plan
Concerned about protecting your and your family’s wealth from life’s unexpected events? Also want to leave more for your heirs and reduce the taxes they will have to pay when your assets are transferred? Sound financial planning is the solution. Meet with our estate planning experts.
Managing your assets upon retirement
Remember: Long-term capital planning is essential to ensure a comfortable retirement. Meet with one of our advisors. They can help you manage your assets upon retirement and recommend personalized investment solutions.
Business transfer planning
Get your financial ducks in a row to ensure a smooth transition in this important step in your life and that of your business. Meet with your financial planner today to get guidance and input and to be referred to our specialized business transfer team.
No matter what your needs are, our team of wealth management experts can recommend winning solutions based on your profile and financial objectives. Schedule an appointment today and request your financial plan!