Sound investment planning begins with a comprehensive financial plan based on your personal situation, that covers what you need and what you want.
From saving for a home to planning for retirement, we help figure out what it takes to achieve your goals. We do this by structuring investments in a tax-efficient manner, taking into account your risk tolerance, time horizon and realistic cash flow.
We'll customize solutions using mutual funds, segregated funds, Tax-Free Savings Accounts, Registered Retirement Savings Plans, life insurance and other non-registered assets to reach these goals. Your plan can also include other forms, such as investments in your business and real-estate. Most importantly, your investments should be diversified to support you through changing economic times and to continue to support your short and longer-term goals.
Please contact us to get started on your financial and investment plans.
I sleep well at night knowing my finances are in good, proactive hands — Jennifer Hicks