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INVESTMENT & WEALTH MANAGEMENT
Managing your assets can be complicated and confusing. Whether you want to grow your RRSP, TFSA, RESP, Non-registered investments or corporate investments, a sound investment plan will help you achieve financial independence.
Before building any investment portfolio, it is important to meet one of our professionals to set your goals, understand your risk profile and determine your true needs.
Once that that has been established, let our team put together a detailed investment plan that will help identify the main focal points to help you reach your desired goals.
TYPES OF INVESTNMENTS OFFERED:
RRSP, TFSA, RESP, FHSA
Personal non-registered portfolios
Corporate portfolios ( Medco, Dentalco, Holdco etc)
IPP & PPP ( for incorporated professionals)
Non- traditional investment opportunities ( REIT’s, private offerings, Alternative investmentse etc)
Whole life insurance and insured retirement programs
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WHAT OUR CLIENTS SAY