What we focus on…
Save or invest to buy a home
If you’re a young family, you’re probably hoping to buy a home of your own sometime down the line. With property prices in the GTA soaring, its best to begin investing as soon as possible. Consult with us to find out how we can help you save for a down payment using guaranteed investment funds and other investment vehicles in registered and non-registered accounts.
investing for post-secondary education
Your child’s post-secondary education may be many years away but the time to begin investing is now. Saving regularly for over 10 years goes a long way towards being able to afford a top tier university degree. Consult with us to find out how we can help you save for your child’s education using guaranteed investment funds and other investment vehicles in registered and non-registered accounts.
inheritance & succession
A family or family business needs to think about the smooth transfer of wealth to the next generation keeping taxes, probate and other considerations in mind. We work with parents and grandparents to plan and implement estate plans through appropriate investments and work with inheritors to optimize their financial inheritance.