Financial Planning and Wealth Management strategies

Counsel on the suitability of the various group pension plans, RRSPS, DPSPS, IPPS and Retirement Compensation Agreements to help you, tax effectively and with minimal administration, remunerate and retain employees, executives and owners. Similar counsel with regard to the myriad of group benefit plans available.


Strategies designed to keep the business in your family in the event of your death, disability or retirement or sell it at a fair price under similar circumstances. Same strategies for other major shareholders.


Investment, retirement, disability, estate and will planning to get you where you want to be while minimizing taxes and costs. Expert selection and active management of investment fund and securities portfolios during the accumulation period and during the withdrawal period.