COMPREHENSIVE ASSESSMENT

…of your current finances, assistance in setting objectives, an analysis of appropriate savings, investment and insurance vehicles based on YOUR financial needs and goals, and the development, implementation and monitoring of plans for the accumulation and distribution of estate assets and funds from now into YOUR future.

TAX RELATED SERVICES

…including the preparation of your annual return, designed to minimize the tax which you pay and straighten out the confusing array of tax problems that you face.

INVESTMENT and INCOME PLANNING

…includes assessments of the use of GICs, RRSPs, RRIFs, Annuities, Reverse Mortgages and Rental Properties as tools to help you achieve your goals.

6 Steps to Financial Planning
6 Steps to Financial Planning