Services

We utilize a wide range of investment products, from many different investment companies. We can help you choose the right investment mix to help ensure your portfolio is optimally designed and reviewed.

Investment Advice

Estate and Financial Planning Services

Looking to create a legacy, minimize the tax burden on your estate, or help ensure your final wishes are observed? Working together, we can help ensure you have peace of mind that your estate will be properly prepared upon your passing so that your loved ones will be cared for long after you’re gone.

Business Succession Planning

Transitioning or selling a business today has taken on many new dimensions that never had to be considered by earlier generations. Talk to our team of professionals about how we can help you.

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. We can help you find the most efficient way to bestow gifts and help ensure your donations are handled appropriately.

Risk Management & Insurance

We are here to help you identify risks to your financial security, quantify the effects and help you create a contingency plan. Whether it’s an insurance solution, or an alternative risk management strategy, we have the knowledge and expertise to help you

Retirement Planning

How much money will I need? Am I currently saving enough? What will my retirement look like? Talk to us about Retirement Planning and we can help you answer these, and any other questions you may have.

Strategic Tax Planning

Our Team, working with your other legal and tax advisors, can help to ensure you are taking advantage of the tax planning opportunities available when structuring your insurance and investments. Whether it’s saving strategies, restructuring your corporation, or withdrawing your retirement assets; we can help to ensure you are appropriately advised.