Individuals

There isn’t a ‘one-size-fits-all’ solution to financial planning. Together we design customized financial solutions consistent with each client’s short and long-term needs and goals. Our services for individuals include the following: Investment Planning  Retirement savings plans (RRSPs and RRIFs) Education savings plans (RESPs) Tax-free savings accounts (TFSAs) Non-registered investment accounts Guaranteed Investment Certificates (GICs) Annuities … Continue reading Individuals