Products and Services
Richard Roell is a Investment Advisor in the industry who is licenced and qualified to provide full financial services.
To create a successful comprehensive financial strategy, that encompasses all dimensions of your financial picture.
This comprehensive financial planning process is highly valued by many, as are many of the services we offer as well. Richard believes your time is important and will always strive to provide you with worthwhile insights when you meet with him.
To demonstrate the wide variety of “financial options,” here a list of the principal services we provide to our clients.
- Pension Planning and Severance Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Private Wealth Management
- Investment Planning
- Education Planning
Full Complement of Investment Options
- Managed Portfolio*
- Hedge Funds
- Mutual Funds (Tax-advantaged)
- TFSA, RESP, RRIF, RRSP accounts
- Tax Shelters and Limited Partnerships
- High Yield Tax Efficient Income Trusts
- Equities and Fixed Income (Stocks, Bonds, T-Bills etc.)
- Wrap Programs
- Off-shore Trusts
- Flow Through Shares
*By referral to a Portfolio Manager
Life and Health Insurance Options
- Universal Life
- Term Insurance
- Whole Life Insurance
- Critical Illness
- Long Term Care
- Life Annuities
- Guaranteed Investment Funds (Segregated)
We are not captive to any institution, we shop the market for the best solutions to fit our clients' individual needs.