We know that in addition to building successful investment portfolios, investment management is the crux of wealth management, and we also believe that financial strategies and estate planning is essential to growing your wealth in accordance with your values and objectives. That’s why we offer unparalleled, comprehensive wealth management 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
