Your advisor will work with you to ensure you are maximizing your Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA) contributions. Keeping you abreast of ever-changing legislation and ensuring you are saving tax wherever possible are among the many value added services provided.
Our goal is to assist you in protecting and growing your wealth; structuring your portfolio with income-oriented investments when you retire; and helping you plan for the inter-generational transfer. Our clients value the advice we provide as trusted long term partners.