What we do

What we do

We excel in helping clients reach their goals through personalized, strategic financial planning.

Our process begins with careful analysis of our clients’ long term vision, and results in a thorough, effective plan that evolves as they do. Each client is unique therefore we create a customized strategy for each and every client.

Service offerings

Working in collaboration with our Scotia wealth management specialists, we offer a complete service that oversees each element of your family’s wealth.

We provide clients with comprehensive portfolio management utilizing a customized approach to their portfolio construction in accordance with their individual needs, tax situation, and risk tolerance. We can operate accounts in a collaborative or a discretionary platform, and under a fee-based platform.

We are experts in the retirement planning field, bringing together all of the various assumptions required to guide a client toward the appropriate savings rates as they approach retirement, and spending rates when they’re retired.

Insurance is a part of any well thought out financial plan. Protecting one’s assets is an essential part of a holistic wealth management approach through the utilization of various life, disability, critical illness, and long-term care policies.

Insurance services are provided by Scotia Wealth Insurance Services Inc.

Maximizing ones estate through tax minimization, and the ease at which it transfers to the next generation is front of mind for many clients. We provide guidance around how to best accomplish this.

Estate and trust services are provided by The Bank of Nova Scotia Trust Company.

One of the largest expenses of having children, we can certainly help plan for the funding of post-secondary education costs.