Our aim is to provide clients with excellent service, professional advice and adequate knowledge to match their risk tolerance and investment objectives, allowing them to meet their financial goals and helping them plan for a better retirement.
Individual Pension Plans
Canadians are living longer than the older generations. The Government Pension Plans such as CPP/QPP and OAS will no longer be sufficient as the sources of retirement income. People have to start saving more in order to retire happy. Please try the retirement calculator in our resource section. You will probably realize that the sooner you start saving, the better prepared you are going to be.
Group Pension Consulting
Many Canadians today do not have enough savings for their retirement. Group Pension Plan is offered by the employer and is set in place to help employees better plan for their retirement goals. There are many benefits to choosing a group plan for your employees than having them save on their own.
ESG (Environmental, Social & Governance) Investing
ESG (Environmental, Social and Governance) investing refers to a class of investing that is also known as “sustainable investing.” This is an umbrella term for investments that seek positive returns and long-term impact on society, environment and the performance of the business.
Small Business Insurance
Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:
- Group benefits & Group retirement
- Group pension
- Competitive employee benefits
- Business and key-person insurance
Private Wealth Investing
Private Asset Management provides highly personalized private banking and investment management services, with access to an integrated team of financial planning, tax and estate experts, accountants and lawyers.