Our Services

OUR WEALTH MANAGEMENT PROCESS

Our areas of expertise

We offer a wide range of financial products and services designed to preserve and enhance your wealth. 
From detailed insurance planning to sophisticated tax strategies, we focus on maximizing financial security while reducing tax damages on our clients.

OUR SERVICES

Our areas of expertise

Retirement planning

Many experts agree that company pensions and governement pensions will no longer be enough to cover the cost of living for many individuals. Retirement will probably be a time for you to do the things you’ve always wanted to do. But will you have the means to do so? Will you even be free of financial worries?
  • Retirement planning
  • Individual and Group Retirement Plans
  • Government and Company Pensions

Investment planning

Whether you opt for a higher return or take a more cautious approach, we can give you access to a large suite of products to help you build the portfolio that suits you best.
  • Guaranteed Investment Certificates (GIC’s)
  • Mutual Funds
  • Segregated Funds
  • Universal Life Policies

Tax strategies

An important part of our value proposition is to identify strategies that will help our clients’ minimize the amount of tax they pay.
  • Income splitting with spousal loans
  • Individual pension plans (IPP’s)
  • Using Corporate Money to Fund Retirement
  • Professional Corporations Offer Tax Breaks
  • Tax Refund Strategies

Insurance planning

To better face unexpected situations and stay happy, ensure that you have adequate financial protection. 
  • Life Insurance
  • Disability Income Insurance
  • Critical Illness Insurance
  • Long Term Care Insurance
  • Group Insurance

Borrow to invest

If you have maximized your RRSPs and are financially secure, borrowing to invest, or leveraging can be an effective wealth accumulation strategy.
  • Accumulate Wealth with the concept of Leveraging
  • Attractive tax benefit
  • ​Flexivest Investment Calculator

OUR WEALTH MANAGEMENT PROCESS

A Process Designed Around

Your financial success depends on having a clear idea of what you want to accomplish, coupled with a realistic understanding of what you are like as an investor. We focus on helping you create a long-term strategy appropriate for your situation. To accomplish this, we follow a six-step process:

Step 1 : Introduction

Explain how the process can help you achieve your goals, and determine if it's right for you.

Step 2: Discovery

Gain a deeper understanding of your needs, goals and circumstances to help clarify your financial objectives.

Step 3: Strategy

Analyze your financial and personal information to match your objectives with time-tested strategies.

Step 4: Solutions

Review Develop thoughtful solutions tailored to your objectives, drawing from a wide selection of world-class products and services.

Step 5: Execution

Implement the recommendations and solutions progressively and carefully.

Step 6: Review

Continuously review your personal and financial circumstances to identify any modifications needed throughout the process.

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Our team focuses on providing sound financial advice for businesses and for individuals.
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