OUR services
STRATEGIC
WEALTH PLANNING
A sound wealth strategy is the cornerstone to building and preserving your wealth, and it is a means to accomplishing your goals.
WEALTH
MANAGEMENT
We design a simple, but sophisticated investment portfolio.
Our investment philosophy centers around tax-efficient, safe and secure investments that focus on the protection of your principal.
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* All investments are done through PEAK Securities inc.
RETIREMENT
PLANNING
Preparing for retirement is serious business. No one wants to be surprised by a shortfall after their retirement party.
We help you prepare your retirement by advising, helping you set financial and lifestyle goals and ensuring that your estate is maximized for your family and other beneficiaries.
RISK
MANAGEMENT
Without proper planning, a problem can become devastatingly clear at just the wrong time.
TAX
PLANNING
In our ever changing environment, minimizing taxes while increasing after-tax wealth is a focus and concern for many.
COST EFFICIENCY
& TRANSPARENCY
Your portfolio should be structured at the lowest cost to you, with full disclosure of paramount importance.ce.
OUR OFFERING
In addition to the above, our client service offering includes:
MORE than investments
Financial Planning
Portfolio Rebalancing
Asset Allocation
Communciation/Accessibility
Financial Reporting
Effective Drawdown of Capital
Client Education
Team of Experts Referrals
Behavioural Coaching
A Detailed Service Offering overview is available and is provided during one of our initial meetings