Portfolio Analysis
Analyze current portfolio and make recommendations based on past and current economic situations locally and global.

Investment Consulting
Educate and inform you on which investments are right for your current life situation, so you can make informed decisions based on facts and not emotions.

Insurance Needs Analysis
Based on your current income and family responsibilities, which insurance is right for you. Find out with current and group insurance if you have enough or too much.

Seminars
Educational seminars with expert guest speakers are available for your group or organization.

Retirement Planning
With your current RSP savings, group retirement plans and government benefits will you have enough to live out your retirement dreams?

Education Savings Plans
Where and when will your children get there post secondary education, and which savings plan (RESP's, Trust Funds, etc.) are right for you? Find out if you qualify to recieve a tax deduction or grant for your savings plan.

Tax Planning
80% of Canadians probably are paying more than their fair share of income tax. Find out how you can pay less income tax and get more back on your income tax return by possibly repositioning assets in your curent RSP.

Pension Rollover & Buyout Consulting
Is your company offering a buy out? Will you be eligable for retirement in the next 6 years? Is your company pension going to be enough for you to retire? Will your benefits be reduced by CPP and OAS? When you pass away what happens to your pension? Maybe a lump sum payment is right for you.
Click here to find out how to put your money to work for you.

Group RSP's and Benefits
Payroll deduction savings are much better than taking more tax at source. Group RSP's and DPSP plans, Disability and Health and Dental Care Insurance. Do you have them? Are they the proper coverages for you and your family?

Estate Planning
Will you give the tax man half of your estate or would you rather pass it on to your heir's tax free?