Investment Planning

Whether you are looking to optimize your net return, increase your liquidity, protect your capital or maintain your lifestyle in retirement, investment planning helps ensure your financial goals are met.

Saving money through traditional methods (i.e. savings account, mattress, etc.) decreases your net gain due to inflation, taxes and poor returns.

We first work with you to determine your timeline, volatility and liquidity needs. From there we educate you on tax efficiency awareness opportunities and solutions for creative ways to invest. Your investment plan may include:

  • RRSP planning
  • TFSA planning
  • Non registered planning
  • Leverage investing
  • Holistic portfolio planning
  • Private capital management**

 

**Private capital management is reserved for high net worth clientele on a qualified and discretionary basis