Investment & Asset Management
- Goal setting and Required Rate of Return
- Asset allocation based on personal goals and objectives
- Ensuring investment selection is inline with goals & risk tolerance
- Tax efficiency of Investments
- Fee Analysis
- Continuous Monitoring and goal checks
Estate Planning
- Legacy Planning
- Inheritance
- Intergenerational transfers
- Estate Bond
- Gifting to children
- Trusts
- Charitable donations
**Some Estate Planning strategies may require the involvement of a legal professional.
Retirement Planning
- Retirement Income Projection and Analysis
- Pension Analysis
- Severance
- TFSA or RSP ?
- Goal Setting
- CPP and OAS Analysis
Risk Management & Needs Coverage
- Income protection
- Asset protection
- Family protection
- Estate protection
Corporations and Businesses
- Business Risk Management
- Investment and Asset Management
- Group RSP
- Tax Efficiency of Business Income
- Group Benefits
Tax Minimization Strategies
- Tax efficiency of investments
- Tax deferral
- Tax conversion
- Passing assets through your estate
- Income splitting
- Intergenerational transfer
**Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant.
Other
- Education Planning
- Short term goal planning