- We provide innovative wealth management solutions to help successful farmers, business owners and professionals achieve their business, lifestyle and legacy goals.
- We build trusted and lasting relationships with our clients by understanding their needs and helping them make informed wealth management decisions that are in their best interest.
- Through partnerships with your existing professional advisors we help to develop truly integrated, customized and comprehensive wealth plans centered on your goals.
- Integrated Comprehensive Financial Planning for Families, Corporations and Trusts
- Investment Planning
- Retirement Planning
- Tax Planning
- Business & Farm Succession Planning
- Divorce Settlement Planning
- Estate Planning & Preservation
- Insurance & Living Benefits Planning
- Group Health Extended Benefits
The CFP® professionals use Canada’s only truly integrated suite of planning software, designed to provide accurate and integrated corporate, trust and personal plans.
- We believe that product implementation is best done through recommendations outlined in a comprehensive financial plan.
- We have partnered with a Portfolio Manager on a referral basis, where each investor's accounts are managed on a discretionary basis to match their Investment Policy Statement. All reporting, tax information and trading history is provided directly by the custodian and is available via a secure web-portal.
- We provide Insurance Products (including Segregated Funds and Guaranteed Investment Accounts) on brokerage basis. We are aligned with a number of insurers to best match the specific product to meet your needs.
- Manulife Bank Advantage Accounts can be directly opened here: Manulife Bank Advantage Account Portal