Our Services - Overview

Making Your Future More Financially Secure

Investment Advice and Management - Investments, RRSPs, RRIF’s, RESPs and Tax Free Savings Accounts (mutual funds, segregated funds, GICs, and advanced portfolio strategies that are client customized for specific financial goals, risk tolerance levels and timelines at the portfolio level; and managed tactically at the pool level by world-class investment managers.

Comprehensive wealth planning that address client specific needs:  retirement income sustainability; risk management; tax minimization strategies; estate planning and wealth transfer objectives.

Risk management – insurance planning and coverage appropriate to address life, disability, critical illness and supplemental health benefits.

Cash management solutions – Canadian and U.S. dollar deposit accounts.


Insurance products and services are provided by Assante Estate and Insurance Services Inc.