Wealth Management Services

Wealth Management

Wealth management built specifically for you

When building your wealth it is important that you work with someone who understands your stage in life and risk tolerance. We work with our clients to educate them on wealth management, develop strategies that suit their life and manage their plan alongside with them to build a bigger savings for their life goals

Wealth management by lifecycle

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Young work professionals 

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First time home-buyers

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Working professionals

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Parents

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Pre-retirement 

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Retirees

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Post retirees

Investment Plans

We choose hand picked RRSP accounts perfectly suited for specific lifestyles

Insurance Advisor

Our experts are great at helping you lower the insurance expenses

Retirement Income

Work with a manager who specializes in retirement income strategies

Mortgage Advice

Setup a consultation for a mortgage strategy to restructure a better plan

How we Work

Initial consultation

When starting your wealth plan we will go over your wealth plan together

Quarterly meetings

We also offer meetings to review your wealth progress together periodically

On-going reporting

Another feature we offer is reporting on the progress of your wealth strategy 

Wealth Management  F.A.Q’s

When should I start a wealth management strategy?

The earlier you start your wealth management plan the more you will benefit. However if you didn’t have a chance to look at it until later on in life it is still something you can benefit from

How do you choose which funds work best?

An accurate risk assessment will prompt the advisor to select the correct funds that will best suit your financial goals and risk tolerance. 

How much do you need to start investing?

It is always best to start earlier with a smaller amount rather than saving up thousands to start your investing strategy. Whether it is $50 or $500 dollars there are ways you can start investing small.

Can I lower my tax that I pay to the government?

Most people are not utilizing all the potential tax benefits that can raise the refundable amount due at the end of the year. By doing more research into the changes or hiring a professional you can lower your taxes owed by thousands