It’s all about you.
By helping you make informed and intelligent decisions with your money, we are confident that you will enjoy a better life. As experienced independent advisors, we’re well-positioned to help our clients make sound financial decisions while avoiding costly “knee-jerk” reactions.
We utilize professional money management, meaning many of the portfolios are managed in a similar way to large pensions. As independent advisors, we’re able to leverage the expertise of portfolio managers and have the freedom to recommend best in class managers allowing us to focus more on our clients, helping you get the targeted returns your plans rely on.
We offer a wide variety of services in support of our Financial Navigation Process.
- Comprehensive Portfolio Management Programs
- Private Client Wealth Management Programs
- Registered Retirement Savings Plans – RRSP
- Tax Free Savings Accounts – TFSA
- Pension Plans & Locked-in Plans – LIRA
- Registered Retirement Income Funds – RRIF
- Registered Educations Savings Plan – RESP
- Registered Disability Savings Plan – RDSP
- Unregistered Investment Accounts
- High Interest Savings Accounts
- Corporate and Tax Advantaged Investment Accounts
- Businesses Group Retirement Savings Plans and Benefit Packages
As a truly independent firm, we take pride in our ability to deal with essentially any quality regulated investment management company licensed to do business in Canada, including:
AGF
AI Financial Group
BMO
CI Investments
Dynamic Funds
Edge Point
Fidelity
Franklin Templeton
Invesco
Mackenzie Investments
Manulife
RBC
SEI
