Our advisors combine extensive training with many years of valuable field experience in working with business owners. We offer you the individualized attention that is needed to make a smooth transition from working years to retirement years.

Core Individual Retirement Services

Our comprehensive retirement services simplify the investment process:

• Analysis of available investment vehicles and associated yields
• Investment tracking and re-investment alternatives
• Individual financial and investment consulting
• Establishment and management of individual retirement plans tailored to your specific needs:
• Registered Retirement Savings Plans (RRSP) – including self-directed plans
• Individual Pension Plans (IPP)
• Retirement Compensation Arrangements (RCA)
• Non-registered investment plans

Retirement Options

As you approach retirement you will likely require assistance to navigate this time of change. We work closely with you to understand your retirement lifestyle objectives and determine what income is needed to support your objectives. We have the expertise and services to make the transition to retirement convenient and stress free: 

• Comprehensive Retirement Consulting
• Personalized Retirement Income Roadmap™ developed around your goals outlines potential income from various sources throughout your retirement years
• Establishment of Retirement Income Vehicles - RRIFs, LIRAs, LIFs, Annuities, non-registered income plans
• Attention to tax-efficient retirement income 

 Individual Investment Program

Whether you are making investment contributions to save for future expenses or retirement our Investment Program allows you to take control of your personal portfolio and achieve your financial goals with peace of mind.