Retirement and Investment Planning

Every individual is unique, and we believe your investment portfolio and financial advice should reflect that. We provide real, unbiased guidance tailored to your specific circumstances.

Is your portfolio working as hard as you are?

Canadians are living longer and healthier lives, and we’re here to help ensure you have the financial security to enjoy your retirement stress-free.

Whether you're nearing retirement or just starting your career, we will work with you to create a retirement plan tailored to your needs, goals, and long-term objectives

As a CFP®- Financial Planning Professional we are here to answer all your retirement questions.

  • Am I invested appropriately for this stage in my life?

  • Can I afford to retire?

  • When should I retire?

  • How much money will I receive in retirement and for how long?

  • How do RRIFs work and how do I change my RRSP into a RRIF?

  • What taxes will I have to pay on RRSP/RRIF withdrawals?

  • Are there benefits to converting my RRSP into a RRIF before age 71?

  • Should I take CPP before or after age 65?

Unbiased Advice:

We manage your portfolio by partnering with top asset management companies—free from any pressure to prioritize certain investment products over others

Investment Options:

We continuously analyze thousands of investment options to bring you best-in-class solutions for your portfolio. Our diverse range of wealth products includes exchange-traded funds (ETFs), mutual funds, segregated funds, GICs, and high-interest savings accounts.

Bespoke Portfolios:

We manage portfolios for clients with a wide range of priorities; from those with a focus on income generation and capital preservation to those who are just starting to grow and accumulate their wealth.

Investing for You

Available Account Types:

  • Non-registered (Open)

  • RRSP/LIRA

  • RRIF/LRIF/LIF

  • Group RRSP

  • TFSA

  • FHSA (new!)

  • RESP (Individual or Family)

  • Registered Disability Savings Plan (RDSP)

  • Trusts