· Investment management – Whether you are focused on building your wealth, creating a tax-efficient income stream, or preserving its value for your legacy, Alex takes a disciplined approach that maximizes your investment opportunities without unnecessary risk.
· Financial planning – We help coordinate investment, tax-planning and insurance strategies that make your money work more efficiently. So there’s no duplication in efforts, and no wasted opportunities.
· Will & estate planning – A professional Will and Estate Consultant works closely with us to provide you with information on structuring your estate in an efficient and tax-effective manner. Following your will and estate consultation, you will receive a report outlining various estate planning opportunities for us to explore in further detail with your own lawyer or accountant.
· Insurance strategies – A highly qualified Insurance Specialist works with our team to help you create and preserve your wealth. We follow a comprehensive process to assess your needs.
· Retirement planning – that maximizes your income-earning years while working towards your ideal retirement lifestyle. This includes sophisticated retirement savings strategies that go above and beyond traditional RSPs for business owners, self-employed professionals or senior executives.