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Services



SECURITIES ESTATE PLANNING

  • Legacy planning
  • Succession
  • Intergenerational transfer
  • Heritage asset
  • Donations to children
  • Trusts
  • Charitable donations

* Some estate planning strategies may require the involvement of a lawyer and a notary.

TAX STRATEGIES

  • Tax-efficient investments
  • Tax deferral
  • Conversion for tax purposes
  • Intergenerational transfer

* The establishment of tax minimization strategies complies with the rules set by the CRA and may require the intervention of a chartered accountant.

INVESTMENT AND ASSET MANAGEMENT

  • Setting targets and necessary rates of return
  • Asset allocation based on personal objectives
  • Investment selection in line with objectives and risk tolerance
  • Tax-efficient investment
  • Analysis of fees
  • Ongoing monitoring (performance and objectives)

BUSINESSES

  • Investment and asset management
  • Group RRSP
  • Tax efficiency of commercial income
  • Benefits

RISK MANAGEMENT

  • Protection of assets in the event of a drop or market correction
  • Fixed income strategies
  • Low Volatility Portfolio
  • Investment risk management

RETIREMENT PLANNING

  • Projection and analysis of retirement income
  • Analysis of retirement needs
  • Retirement allowance
  • TFSA or RRSP
  • Goal setting
  • Analysis of CPP and OAS