Wealth Management

You build your wealth over time by integrating the right financial strategies, tools and products to bring about the desired result. We incorporate, cash flow and financial planning, combined investments and the different asset classes and investment styles to create a Wealth Plan for our clients.

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Tax-free Saving Account (TFSA)

If you are looking for a tax sheltered umbrella to invested your after-taxed income, the TFSA is a great option. It allows you to investment approximately $5000 each year in different types of asset classes. This is great for young professional and individuals who have maximized their RRSP.

Registered Retirement Saving Plan (RRSP)

Each year the government allows Canadians to get a tax deduction when they invest in an RRSP. This vehicle will defer your taxes until retirement and the assumption is that you will be in a lower tax bracket at that time. This is not always the case.

Registered Education Saving

The Canadian government has made it possible for young families to save for their children’s post secondary education. The Canada Education Savings Grant (CESG) provides an incentive of 20% of the first $2,500 of contributions paid annually). Each child is entitled to a cumulative limit of $7,200.

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