Solutions Tailored to Your Needs
Your advisor can help you make informed decisions at every stage of your financial life. Decisions that will translate your priorities into financial strategies so you can achieve your goals and maintain your quality of life and that of your family.
Your Advisor, Your Ally
Every financial decision has an impact on your path to achieving your financial goals and maintaining your lifestyle. You can count on our network of advisors for expert financial advice that will help you protect your savings and make sure your family is well taken care of. Our multi-disciplinary teams work together to regularly reassess your financial plan and your situation to make sure you’ve got the right strategy in place at the right time.
Investment
- Term investments
- Guaranteed investment funds
- Mutual funds
- RRSP and TFSA
- Borrow to invest
Couples
- Budgets
- Income Protection
- Income splitting
- Life insurance
Home Purchase
- Home Buyers' Plan
- Mortgage insurance
Family
- Life insurance
- Critical illness insurance
- Health insurance and income protection
- Disability insurance
Children
- RRSP
- TFSA
- Debt management
- Ensuring insurability with life and health insurance
Retirement Planning
- Retirement income planning
- Income splitting
- RRSP, TFSA, RRIF
- Long-term care insurance
Retirement
- Retirement needs assessment
- RRIF
- Life income fund (LIF)
- Locked-in retirement income fund (LRIF)
- Annuities
Estate
- Estate planning
- Death-related expenses
- Inheritance
