Investment Services
- Segregated Funds
- Pooled Funds, Wrap Accounts, High Net Worth Counsel
- Investment Loans
- Guaranteed Investment Certificates (GICs)
- Mortgages and Line of Credits
- Tax and Estate Planning, referrals to an accountant or lawyer, when needed
- We work with Individuals, Estates and Corporations
- Family Education Planning
- Annuities/Pensions
- Bank Accounts and High Interest Accounts
- Access to Manulife Bank and their line of products, including ManuONE.
- Creating and Implementing a realistic financial plan to suit your retirement needs
If you would like any of the above-mentioned products please feel free to contact us. We are confident in our products, services and our experienced team and look forward to working with you in reaching your personal, financial and lifestyle goals.
Financial Planning
- the devising of a program for the allocation and management of finances and capital through budgeting, investment, etc.
- the business of devising such programs.
Tax Planning
Considering the tax implications of individual or business decisions throughout the year, usually with the goal of minimizing the tax liability.
Investing
- To commit (money or capital) in order to gain a financial return: invested their savings in stocks and bonds.
- To spend or devote for future advantage or benefit: invested much time and energy in getting a good education.
