We are independent Financial Planners. We work to achieve the best retirement for you with a view to passing on as much as possible to your beneficiaries. We do Holistic Retirement Planning and Estate Planning. We use various tools including Charitable Giving, Tax Reduction strategies and Insurance strategies.
Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Financial planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Manitoba
- Nunavut
- Ontario
- Quebec
- Alberta