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Personalized tax-efficient investment strategies for businesses and families

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

Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”).  Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.

Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.

Insurance products are provided through multiple insurance carriers.
Investment Planning