- Economic overview to define objectives.
- Define time horizon and lifestyle activities.
- Risk assessment.
- Project and calculate current savings, consider tax issues.
- Investment mix and diversification plan.
- Integration and distribution of all assets/income to achieve an individuals objectives.
- Review government and pension programs.
- Tax and estate planning group provides specialized information to clients and their professional advisors.
- Understands law, life insurance and accounting risk assessment.
- We utilize the tax and estate planning teams from the insurance companies we are licensed with to ensure our advise is relevant.
- We provide additional tools and resources to help our clients navigate a course and reach their financial goals.
Products: Segregated Funds, Guaranteed Life Income Plans, GIC’s, Annuities, Term Deposits, Travel insurance