See Your Wealth & Income Grow
There are two types of benefits from seeing your wealth grow. First, the true enjoyment of reaching the next level of lifestyle you can afford. The second, though not as obvious, is a shift in one's outlook where you have a stronger and more positive view of what the world can offer.
It is always with great satisfaction when you can look back and see how far you have come.
This ability to look back is even more important when markets falter or life events intervene.
Protect Your Wealth &
Protect Your Future Income
Life is uncertain. You work hard over many years to grow your wealth, and for some, how quickly it can be used up or lost to uncontrollable life events. Disability, loss of life, stock market failures, loss of job, natural disasters, dishonesty, etc...
You can never protect for every possibility, however, you can minimize the odds and keep risk - confidently - at under control.
Importance of Measuring Progress
- Measure your potential Financial Advisors. Giving complete trust to a person or business is never recommended. Check out everyone, including us!
- Make sure that financial progress is measured simply, not complex graphs etc.
- Measures to be in an 'open source' style, that if necessary can be validated by an outside source.
We take great effort to make the financial reporting simple yet informative.
The Danger of Complexity
For the average investor, at some point, the complexity of the financial strategies can quickly become a danger rather than a benefit.
It is all too common for people, when in the presence of a professional, to second guess their needs and take on risk they would otherwise avoid.
One the most important goals of a Financial Planner is to provide the financial information of a client in a clear and concise manner. This encourages clients to be more involved in the decision making process.
What we offer
We have several Financial Strategy Plans that can be complemented with a large variety of products* we have available. Depending on the complexity of a clients plan we offer the following:
The Progress Plan
The Financial Freedom Plus Plan
The Success to Significance Plan
Below is a list of all strategies and products that we manage for clients:
Registered Retirement Savings Plans (RRSP)
Registered Education Savings Plans (RESP)
Tax Free Savings Account (TFSA)
In Trust Accounts (ITF)
Registered Retirement Income Funds (RRIF)
Locked-in Retirement Account (LIRA)
Locked-in Income Funds (LIF)
Private Client Equity - Managed Money
Exchange Traded Funds (ETF)
Guaranteed Investment Certificates (GIC)
Insurance (Life, Disability, Critical Illness, Long-term Care)
Tax Filing Services
Retirement Projection Software
* all products fees will be transparent to eliminate any commission bias.
for Small Business...
Health Spending Accounts
Deferred Profit Sharing Plans
Defined Benefit Plans
- Holding Companies
- Family Trusts
- Succession Plans
Corporate Tax Filing