Wealth Creation Solutions

There is a large difference between Investment Management and Wealth Creation.

Once your portfolio is created with your specific investment holdings, there are many areas that can be utilized to ensure you build and keep more of your hard earned dollars versus having Canada Revenue Agency be one of your largest beneficiaries.

There is a tremendous amount of info out there which can make it even more difficult to figure out what to do. 

We help filter this down to your specific situation and figure out a number of options in areas such as:
Estate Planning
Tax Planning
Charitable Giving
Life/Disability/Critical Illness Insurance
Return of Capital Withdrawals

If you are nearing retirement, we can offer insight to help you understand what your income will look like in retirement.