Wealth Management

Our team provides interdisciplinary financial services for individuals and families who seek conservative, responsible management of their assets, beyond that offered at other financial institutions.  When it comes to high-net worth investors, we know the issues facing those of means and have broad experience in retirement, estate planning and tax effective wealth transfer. Our approach is to make sure you have the right plan for you, and that you stick to it.  Patience, discipline and courage are all important components of our proven formula for success.  We can help you enjoy the wealth you have created through an investment plan designed to achieve consistent, long-term returns. 

 

Our Wealth Management and Retirement Strategies include:

  • RRSP's (Registered Retirement Savings Plans
  • RRIF's (Registered Retirement Income Funds)
  • TFSA's (Tax Free Savings Accounts)
  • RESP's (Registered Edication Savings Plans)
  • Non-Registered Accounts
  • IAA (Investment Advice Accounts)
  • SMA (Separately Managed Accounts