Financial & Investment Coaching

• In order to create a path which can be graded and monitored a plan needs to be created for us to follow. 
• We use cutting edge industry tools to set realistic and attainable goals which are paramount to set expectations.
• We prepare our clients in order to be ready for anything life throws your way.
• Properly coach our clients by building trust through getting to know you and your family as well as short, medium and long term goals.

Throughout the Financial Coaching process we take many items into account such as:

•  Risk Management
•  Cash Flow Analysis
•  Tax Planning
•  Investment Management
•  Life Events
•  Estate Planning

As independent advisors we can choose the best products in the industry to provide optimal growth and protection at a reasonable cost. We are able to offer products such as:

•  GIC's, Segregated Funds, Annuities
•  Mutual Funds from over 80 different companies

Methods of Investing Include:

•  Registered Retirement Savings Plans (RRSP)
•  Registered Retirement Income Funds (RRIF)
•  Locked In Investments
•  Tax Free Savings Accounts (TFSA)
•  Registered Education Saving Plans (RESP)
•  Non-Registered Investments