What We Offer:
Retirement Planning, Estate Planning, Education Planning, Systematic Savings/Withdrawal Plans, Group RRSP’s, Ethical Investing, Mortgage Referrals, and Corporate Accounts.
What We Do:
Our wealth management expertise includes the following registered plans:
Registered Retirement Savings Plans (RRSP), Registered Retirement Income Funds (RRIF), Registered Education Savings Plans (RESP) Registered Disability Savings Plans (RDSP), Tax-Free Savings Accounts (TFSA)
And investment products:
High Interest Savings Accounts, Mutual Funds, ETFs, Stocks, Preferred Shares, Real Estate Trusts, Bonds (Corporate and Government), Fixed income Alternatives and Private Investment Pools. (Please see Investor Resources for more information).
How We Do It:
Respectively and transparently; keeping clients' best interests in mind by reducing costs while protecting wealth.