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Services


Wealth Management

  • Registered and Non-registered Products
  • Corporate Accounts
  • Formal and Informal Trusts 
  • Not-for-Profits
  • Fixed Income Products    
  • Equity Investments 

Financial Planning

  • Tax Planning
  • Retirement Planning
  • Estate and Legacy Planning
  • Education Planning
  • Business Succession
  • Financial Management
  • Risk Management

Insurance Products

  • Life 
  • Critical Illness 
  • Disability 
  • Long-term Care 
  • Individual and Group Benefits
  • Travel 
  • Health Benefits 
Most accounts are self-directed to accommodate most publicly traded investments available in the market place.
Discretionary asset management accounts, fee based accounts, investment savings accounts (for both personal and business), investment loans are offered through the firm. 
Mortgages and banking products are offered through referrals.