Our Solutions
We believe our role in your wealth navigation program is at the centre of a broader professional network. To that end, we either provide or facilitate all services to support our clients. Among the services that we offer are:
Trusts and Charitable Giving
Trusts and Charitable Giving
Plan or pay CRA? Set up your assets to benefit you, your beneficiaries and a charity. Efficient ways to share your wealth.
Investment Strategies
Investment Strategies
A Plan designed to help individual investors achieve their financial and investment goals. Make money while reducing risk.
Retirement Planning
Retirement Planning
Get Expert Advice Tailored to Your Specific Financial Needs and Investments. Navigating your sources of income.
Planning for Sale of Business
Planning for Sale of Business
Find out how to sell your business and lay the groundwork for a successful transition.
Mortgages
provided through Axiom Mortgage Solutions/Tower Mortgage
Pension Plan Management
Taylor made multi manager portfolios for small to medium pensions
Tax Planning
Our focus is on after tax return
Insurance Planning
Protect your income or preserve your estate
Private Wealth investing
private wealth provided by Wellington Altus