Plan for the Future
You earn to save and save to grow. However, the recipe for securing a solid financial future isn't always this easy.
Defer Tax and Save for the Future
You earn to save and save to grow. However, the recipe for securing a solid financial future isn't always this easy.
As an investor who works hard to make the most of each pay cheque, you know taxes can swallow up a significant portion of your earnings. That's why we work to help investors find ways to defer tax and grow their investments. It's a save now, pay later approach allowing you to lay the foundation for a strong financial future.
We are committed to putting more money in your pocket – and this includes reducing what you pay in taxes. It’s wealth management at its best. Count on us to take you through a number of tax-savvy strategies including:
Spousal income splitting to move into a lower tax bracket
Contributing to RRSPs, TFSAs and RESPs for tax-deferred growth and savings
Investing in labour-sponsored funds offering both federal and provincial tax breaks
Plan for the Next Generation
You want the best for your children and grandchildren. So do we. As our future, providing young people with the resources necessary to reach their potential is key. But, as the costs of higher education continue to rise, it becomes more and more important to find solutions that ensure these goals are attainable.
We're committed to helping you fund your child's post-secondary education. We're committed to transforming aspirations into achievements.
To prepare for the expense of it all, it's important that you familiarize yourself with how much it will cost to provide your children or grandchildren with higher education, and if you can take advantage of available government grants. From there, you can choose from a variety of RESP plans available from us. Tailored to your unique needs, an RESP plan is your investment in the future.
We will help you:
Develop a plan to help you save for your children or grandchildren’s higher education goals
Set-up and RESP (Registered Education Savings Plan)
Select a diversified portfolio of investments designed to further your education savings goals
Ensure your plan remains on track with your goals by meeting regularly to review and rebalance the RESP
