Financial Solutions

Financial strategies for business owners, professionals, individuals and families 

Tax planning

  • Retirement income planning

  • Tax planning: Deductions, credits, deferrals

  • Capital gains: Tax-efficient investment strategies

  • Tax-efficient accounts: RRSP, TFSA, RESP

  • Estate and gifting: Minimize estate taxes, gifting strategies

  • Tax deferral: RRSP, pension splitting

Financial management

  • Investment strategies: Custom portfolios (mutual funds, GIC's, payout annuities)

  • Asset allocation: Diversified risk management

  • Cash flow management: Income and expense planning

  • Retirement planning: RRSP, TFSA optimization

  • Tax-efficient investing: Tax-deferral (RRSP)

  • Planned reviews: Regular rebalancing, performance check

Corporate planning

Business structure support and advice: Tax-efficient entities.

Succession planning advice: Tax-efficient planning, funding.

  • Key person insurance and buy sell insurance

  • Corporately owned life insurance

  • Corporately owned critical illness and disability protection

Risk management

  • Life insurance

  • Critical illness protection

  • Disability insurance

  • Health plans

  • Employee benefits: Group RRSP, Employee health and dental plans

  • Corporately owned life insurance

Retirement income planning

  • Withdrawal strategy: RRSP, RRIF, TFSA withdrawals

  • CPP/OAS optimization: Timing benefits, claw backs

  • Income streams: Pensions, annuities, dividends

  • Annuities: Guaranteed income options

  • Tax-efficient withdrawals: Minimize tax impact

  • Longevity: Planning for extended retirement

Estate and Financial Planning Services*

  • Support with wills: Asset distribution, guardianship

  • Support with trusts: Family, testamentary, inter vivos

  • Support with Power of Attorney and directives: Financial, health care decisions

  • Asset protection: Shield assets from creditors

  • Support with estate tax: Minimize probate, tax liabilities

  • Beneficiaries: RRSP, TFSA, life insurance designations

Contact our advisory team today

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