Saturday, May 18th, 2024


Building lifetime financial plan scenarios –  We use financial planning software called that runs simulations to estimate the probability of reaching retirement income goals and can be quickly updated as part of our annual financial review.

Plan typesIn order to implement financial strategies we can open:

  • RRSPs – Registered Retirement Savings Plans
  • RRIFs – Registered Retirement Income Plans
  • TFSAs – Tax Free Savings Accounts
  • RESPs – Registered Education Savings Plans
  • RDSPs – Registered Disability Savings Plans
  • Regular investment accounts

Mutual fund investing – Investia Financial Services Inc. is a mutual fund dealer with access to almost every fund in Canada, including a handful of companies which our team has found to have good administration and with whom we have formed a strong professional relationship.

Tax return preparation – every year we do over 200 client tax returns. This helps ensure that the tax effects of planning are properly implemented. We use professional software which enables accurate and speedy filing.

Life, disability, critical illness and health insurance – We can provide life, disability, critical illness and  health insurance from many companies.

Referral to and working with other professionals such as:

Mortgage brokers for:

  • Purchasing your home
  • Renewing your mortgage

Lawyers for:

  • wills and powers of attorney
  • estate planning
  • incorporation
  • house purchase
  • marriage mediation
  • contesting income tax assessments
  • income splitting arrangements with your family
  • Planning for families with a disabled dependent

Accountants for

  • business accounting
  • preparing very complex or important tax returns