Individualized Wealth Management and Investment Solutions
Unlike many financial advisors who focus solely on high-net-worth investors, we have solutions for investors of all levels. So, whether you are an experienced investor seeking independent advice or a first-time investor looking to start building their investment portfolio, we have a path for you.
Our Wealth Starter program is specifically designed for younger individuals and families seeking advice on investment strategies to grow their wealth and accomplish life goals. It combines a comprehensive investment solution and a simple, convenient, easy-to-use online platform.
This program requires an easily attainable minimum investment of $2,500.
Our Wealth Master program is aimed at more seasoned investors seeking customized portfolio management and financial planning. Under this approach, clients hold a portfolio of individual securities such as stocks or bonds managed on their behalf by a professional asset management firm. Unlike a mutual or exchange-traded fund, the client directly owns the individual securities, allowing for greater customization and flexibility.
The entry point for this program is $300,000.
If you would like more information, please contact our office.
GIC
Guaranteed Investment Certificates are issued in your name and can't be sold except to the institution that issued them. You agree to keep the money in the GIC for a set period in return for a set rate of interest. Compound GIC's pay you interest on your interest. Instead of paying...
TFSA
A Tax-Free Savings Account is a registered savings account that allows taxpayers to earn investment income tax-free inside the account. Contributions to the account are not deductible for tax purposes, and withdrawals of contributions and earnings from...
RRSP
A Registered Retirement Savings Plan is a retirement plan that is registered with the federal government and that you or your spouse or common-law partner can establish and contribute into until the end of the year when....
RDSP
Since in 2011, the Registered Disability Savings Plan has been available to Canadians who qualify for the disability tax credit and offers a tremendous bonus to those who are eligible. The RDSP is a savings plan that you...
RRIF
A Registered Retirement Income Fund is an investment plan, established in accordance with Government of Canada requirements, into which you can transfer registered funds (usually your RRSP) without tax liability to establish a source of retirement income. Some RRIFs are....
RESP
Registered Education Savings Plans are registered education savings plans that grow tax-free until the child is ready for university, college or a vocational institute. The student usually pays little or no tax on those funds when they are withdrawn at the student's lower...
LIF
A Life Income Fund (LIF) is a retirement income plan using locked-in pension money and the owner of the LIF can control the investments held within the fund. In addition to the requirement for a minimum annual withdrawal (like a RRIF), LIFs also...
LIRA
The Locked-In Retirement Account (LIRA) and Locked-In Retirement Savings Plan (LRSP) enable you, as an employee to maintain the tax-deferred status of pension plan proceeds received when you leave a company. LIRA's lock in your money, but not...
