Products and Services
Services With a Hands-on Approach
There are many financial products in the market and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs.
After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Investment Products
- Common & Preferred Shares
- Corporate and Government Bonds
- Mutual Funds
- Guaranteed Investment Certificates (GICs)
- Exchange Traded Funds
- Structured Products
- Common & Preferred Shares
- Corporate and Government Bonds
- Mutual Funds
- Guaranteed Investment Certificates (GICs)
- Exchange Traded Funds
- Structured Products
Financial Advisory Services
- Budgeting and Cash Flow Management
- Individual Pension Plans for Owner-Managers
- Budgeting and Cash Flow Management
- Banking Solutions
- RRSP Loans
- Investment Loans
- Individual Pension Plans for Owner-Managers
Investment Accounts and Plans
- Non-Registered Individual and Joint Investment Accounts
- Margin Accounts
- Education Planning – RESP’s and In-Trust Accounts
- Tax Free Savings Accounts (TFSA)
- First Home Savings Accounts (FHSA)
- DRIP’s – Dividend Reinvestment Plans
- Pre-Retirement Planning – RRSP’s/Spousal RRSP’s
- Post-Retirement Planning – RRIF’s/LRIF’s/LIF’s/LIRA’s/LRSP’s
- Corporate Investment Accounts
- Estate Accounts
- Managed Accounts
- Fee for Service Accounts
- Registered Disability Savings Plans
- Non-Registered Individual and Joint Investment Accounts
- Margin Accounts
- Education Planning – RESP’s and In-Trust Accounts
- Tax Free Savings Accounts (TFSA)
- First Home Savings Accounts (FHSA)
- DRIP’s – Dividend Reinvestment Plans
- Pre-Retirement Planning – RRSP’s/Spousal RRSP’s
- Post-Retirement Planning – RRIF’s/LRIF’s/LIF’s/LIRA’s/LRSP’s
- Corporate Investment Accounts
- Estate Accounts
- Managed Accounts
- Fee for Service Accounts
- Registered Disability Savings Plans