Delivering Peace of Mind
Our approach is simple – we work in dedicated and personal partnership with our clients to deliver solutions to help theme to achieve their financial goals in relation to business planning, investment selection and retirement. Our overriding objective is to offer you absolute confidence and peace of mind regarding your financial situation so that you and your family can make the most of all that the future has to offer you.
Our Personalized and Integrated services
Here is a summary of the services that we offer our clients:
- Investment planning
- Business succession planning
- Risk management
- Strategies aimed to reduce income and estate tax
- Customized portfolios
- Registered Retirement Savings Plans (RRSP), Registered Retirement Income Funds (RRIF), Registered Education Savings Plan (RESP), Locked-in Retirement Income Funds (LRIF) and Non-Registered accounts
- Philanthropic financial requests
- Stocks, mutual funds, bonds, T-Bills and GICs
- Insurance guidance, including life, disability, critical illness, health and travel*
* Health and Travel insurance products are provided through multiple carriers. Insurance products provided through Hollis Insurance Agency.
What we can offer you
We work exclusively for our clients to develop and implement well-thought out, robust financial strategies and create sophisticated solutions. We specialize in providing comprehensive, innovative and intuitive recommendations to high net worth clients to maximize their financial positions.