WEALTH

Advance Your Financial Peace Of Mind

Our experienced team of advisors will tailor a portfolio to your specific goals and objectives and help you navigate and educate you on the various vehicles that you will encounter.

  • Registered Retirement Savings Plan (RRSP)
  • Registered Retirement Income Funds (RRIF)
  • Registered Education Savings Plan (RESP)
  • Tax Free Savings Account (TFSA)
  • Corporate Pension Plans
  • Group Registered Retirement Savings Plan
  • Canada Pension Plan & Old Age Security

I was Jeff’s very first client in 1992. He has always been there for me with the right advice and a solid plan of action.

Dave Steele

Client

Individual

RRSP & RRIF

RRSP’s and RRIF’s are ideal fro those earning over $40,000. These accounts offer tax benefits as well as many other options. No load alternatives are available, as well as fixed and variable terms.

TFSA

This account is ideal for those just starting out, the retired, the self-employed, or those earning less than $40,000 per year. This account is a better alternative to RRSP’s. Our no-fee options are very popular.

Retirement and Estate Planning

Now you are successful, we offer full retirement, estate, and pension planning as well as tax planning and CRA intervention. We are associated with specialists in the fields of law, tax planning and mortgages, so we are able to provide you with the best comprehensive professional services available.

Registered Educational Savings Plan

Let us help you plan for your children’s future and secure government grants to help pay for their education. Investment income is tax-deferred.

Registered Disability Savings Plan

This is a special program that helps Canadians with disabilities, and their families, save for long-term financial needs such as future medical and living costs.

Segregated Accounts

These are ideal for the self-employed, and include enhanced flexibility, tax efficiency, creditor protection, avoiding probate and portability of assets.

Pension

Canadian investment accounts are designed to specifically hold locked-in pension funds for former employees, and employees of large corporations or government pension plans.