One of the most important considerations when saving for retirement is that you develop a plan addressing your current priorities and your future goals. This means taking a look at your current financial circumstances and priorities and the retirement issues that concern you.

Investments and Investment Strategies

We provide fee based investment counseling. It is often difficult to know which product is best suited for you. As well, ensuring you have the correct asset allocation and sufficient diversification are important factors in meeting your risk tolerance level. We will make sure your investment needs are properly complimented with the wide array of financial products available today.

Tax Planning & Preparation

Our services include personal and corporate tax planning and preparation. Bookkeeping and Financial Statement preparation services are also available.

Estate Planning

Everyone, whether rich or poor, has an estate. Having a solid plan in place can ensure that more of your assets go to whom you want and not to the government. An estate plan gives you the peace of mind that comes from knowing your family and loved ones will be looked after.

Real Estate Services

We can provide you counsel on real estate decisions you may need to make regarding the purchase, sale, finance, appraisal or lease of property. Let us assist you in making sure you are making the right choices. (Please note the company does not trade in real estate.)

Transitioning to Self-Employment

We provide business start up consultation services including: Business registration, Incorporation, HST/GST registration, bookkeeping, and Business planning.

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