On a regular basis, I will review the progress my clients are making towards their goals and make whatever adjustments are required in order to ensure their overall plan adjusts to events and changes in their lives.

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SERVICES OFFERED

• Investment Planning  - The Investment Policy Statement will be the guide to all current and future investment decisions.  Our recommendations may include Equities, Bonds, GICs, Segregated Funds, Mutual Funds, Discretionary Management Services, ETFs and Annuities.
• Personal and Private Banking Services - Top notch personal day-to-day banking services offered through your regular branch, or customized private banking services tailored to your needs for a fee—you can choose.
• Retirement Planning – Detailed Retirement Needs Analysis and access to all Registered retirement products, including RRSPs, RRIFs and Annuities.
• Estate Planning - Detailing everything that you need to know about developing an overall plan to guide all your estate planning decisions.
• Insurance Planning – Where appropriate we will utilize Insurance solutions to help complete your financial strategy and to deliver on our Client Commitment to provide you with advice that encompasses your entire financial picture.
• Tax Planning – We will provide access to specific advice on all taxation matters.
• Education Planning - Guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.
• Charitable Giving- We can advise you on the implications of all charitable giving strategies including donation of stock and insurance.