Investment Planning
Planning and managing your investments is essential to achieving your wealth goals. We believe in a holistic and diversified approach to investments, designing your unique portfolio according to your needs and objectives.
Retirement Planning
Retirement is your reward. We work with you to ensure you have a clear picture of your finances and the resources you need to live the retirement you deserve.
Estate & Legacy Planning
An effective estate plan ensures that your ultimate intentions are carried out in accordance with your wishes. We can assist you with drafting a will, as well as with tax planning and succession planning for your heirs. You may be assured that your loved ones will be cared for and your legacy will go on.
Tax Planning
We understand the complexity that may accompany your individual circumstance and endeavor to decrease the impact of taxes on your income as well as apply additional strategies to maximize your tax savings as part of the planning process.
Retail Securities Lending Program
By participating in this program we offer in partnership with National Bank Independent Network, you can earn extra income the fully paid securities in your account. This can be a helpful strategy to enhance your portfolio returns and overall wealth.
Estate Planning services are not covered by CIRO.
