PLANNING & ADVICE
Our planning and advice services are built on tried, tested and true results. We bring together different services and solutions tailored to your custom needs in order to build out your unique, comprehensive strategy that will help you achieve your goals.
Investment Solutions
Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise for your needs, including:
- Registered retirement plans (RRSP, RRIF)
- Locked-in retirement account (LIRA, LIF)
- Registered education savings plan (RESP)
- Tax-free savings account (TFSA)
PLANNING FOR RETIREMENT
Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream.
Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.
Insurance Solutions
It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about with insurance options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide advice and expertise in solutions such as:
- Life and Health Insurance
- Travel Insurance
- Disability and Critical Illness Protection
Business & Group Solutions
Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, such as:
- Group Benefits & Group Retirement
- Group Pension
- Competitive Employee Benefits
- Business Insurance
As a business owner, you may be facing difficult decisions about your business needs – you also want to make sure you protect your business. No matter how well a business is maintained, sometimes the unexpected still happens. From your physical office space to your employees and key staff, there’s a lot to manage on a daily basis.
Effective business planning is more than just planning for your money - it’s planning for your life and the security of your company. No matter what size your business is, it can be difficult to financially prepare for every hurdle your business may meet along the way.
That’s where we come in.
Estate PLANNING Solutions
An estate plan is organizing your financial affairs and providing for the well-being of your family. By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family.
Depending on your unique situation, there are different ways to achieve your estate planning goals, including wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts.Try These Estate Planning Tools
“Chris has always shown foresight in handling our investments and always advised us in accordance with our goals in mind. He took the time to learn and understand our needs and continues to check in with us on a regular basis as our needs sometimes change”.
- Spencer Fullerton, P. Eng.