Grow your wealth with careful strategies that work together. Strategic planning takes the stress out of market fluctuations. I take the time to get to know you, your goals, concerns and dreams. Understanding your situation allows me to structure a tailored investment plan. In partnering, your financial plan is reviewed regularly ensuring we reach your goals and dreams.
There is a wide-variety of investment solutions available including:
-Corporate Class Portfolios
-Guaranteed Investment Certificates (GIC’s)
-Brokerage Services through Investors Group Securities Inc.
We offer the following types of accounts:
-RRSPs – Registered Retirement Savings Plan
-TFSAs – Tax Free Savings Account
-RESPs – Registered Education Savings Plan
-RDSPs – Registered Disability Savings Plan
-RRIFs – Registered Retirement Income Funds
-Individual Pension Plans
-Group Retirement Services