Our advisors diligently work with clients to ensure the optimization of Registered Retirement Savings Plan (RRSP) and Tax-Free Savings Account (TFSA) contributions. Keeping clients informed about evolving legislation and implementing strategies to minimize taxes are integral components of our value-added services.
At retirement, our advisors will work with you to structure your portfolio to maximize income as required.
Building wealth for retirement and structuring retirement income is important but so is preserving it through effective legacy and estate planning. Our advisors work with clients to ensure this is a key part of the process. We look at ways to minimize taxable investment income and take advantage of tax-deferred savings. We can also guide clients through the process of trusts, insurance, and other important estate-planning tools. Being informed about these financial strategies helps our clients prepare for life’s challenges and preserve and grow their hard-earned wealth.