Wealth Management is a comprehensive advisory discipline encompassing a variety of planning exercises, investment portfolio management and insurance considerations. It requires a careful examination and understanding of a client's personal and financial situation, short-, medium- and long-term life objectives and financial comfort zones. Our wealth management service encompasses and aims to optimize all of the following, tailored to the unique circumstances of you and your family. Click on any of the topics below to learn more on those subjects.
Ensuring that your children or grandchildren are able to afford a good education may well be one of your top priorities. It is important to recognize that children start with a long-term investment time horizon that eventually shortens rapidly as they progress through high school. We look to take advantage of the incentives and programs available to supplement education funding such as Registered Education Savings Plans (RESPs). Try this RESP calculator to see how to optimize the amount of money available to fund the education of the younger members of your family.