Our specialty is to assist successful individuals and families transition into retirement with the comfort of knowing that a realistic income stream awaits them. This is often from a variety of sources: RRSPs, pensions, business income, non-registered accounts generating dividends and other distributions, etc. We create portfolios of investments with capital preservation in mind, minimizing risk wherever possible. This includes a tactical approach: at times we need to be more conservative and step away from excess valuations... but when opportunities arise to recognize good value.
We expect to meet with you 2 or 3 times per year, and of course we contact you if and when the need arises.