Products/Services

  • 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.


LifeLegacy WealthCare™

Services Include:

  • 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.

Products:

  • 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