With more than 30 years of experience in accounting, tax planning and capital markets under my belt, I offer a wide variety of services to accommodate all your unique financial objectives. Based around an initial consultation, my team and I will determine the most cost-effective and prudent approach for your portfolio to maximize your income, while minimizing your tax burden. We focus especially on consistent capital growth and preservation while taking advantage of short-term market specific opportunities.
Some of the services I offer and the areas I specialize in include:
Accounts: TFSA, RRSP, RIF, LIRA, RESP, Cash Investment, etc.
- Retirement planning
- Tax minimization
- Estate planning
- Capital market assets (stocks and bonds)
- Fundamental and technical analysis
- Portfolio and risk management
- Business planning and consulting
For Fixed Income and Institutional clients:
As an independent firm, we are able to offer a wide range of fixed income products and are able to pick the best yields from among all of Canada’s major banks and other financial institutions.
Our bond desk can source the following products from our institutional partners:
- Bonds, Corporate and Government
- Convertible Debentures
- Accrual Notes
- Provincial Strips
- Step-up Notes
- Range Notes
- PPN – Principal Protected Notes
- Money Market Funds