Financial planning essentials
Invest & retire with us
Protect what matters
Leave a legacy
We want you to feel in control of your finances. We’ll get to know you and design a personalized plan based on your values and goals.
While higher risk has historically meant higher returns over the long run, it’s important to choose a risk tolerance that aligns with your goals. Our advisors can help determine the appropriate amount of risk for your portfolio.
For Illustrative purposes only. Source: MSCI World Equity index and Barclay’s Aggregate Bond Index from 1980 – 2018 inclusive.
When it comes to investments and planning for retirement, it can seem like the options are endless. We’ll help you find the right mix for your goals and timeline.
Based on the assumption of a retirement age of 65, combined CPP & OAS of $16,675.00, a rate of return of 4%, and a life expectancy of 95
You work hard for your money, and we’re here to help you protect it. We build custom solutions to protect you, your family and the wealth you are accumulating.
Talk to an advisor to learn more about risk management and insurance solutions designed to protect you and your family.
I plan to retire when I am
We’ll work with you to develop a comprehensive plan that reflects your wishes and protects your assets and your loved ones.