Services
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- Wealth Planning - Detailing what you
need to know about developing an
overall plan to guide all your retirement,
estate, tax, education and investment
planning decisions.
- Charitable Giving – Charitable gifts can enrich your legacy by allowing your charities and causes to continue their important work.
- Insurance – Determine the insurance
solution that's right for you and your
family.
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- Fee Based Investing – Innovative
programs which offer an alternative to
commission-based trading.
- Retirement Plans- Registered
retirement products, including RRSPs,
RRIFs and annuities. Learn more.
We work with your existing professional team
to incorporate your legal and tax situation
into a complete financial strategy. If you do
not have this support, we can recommend
high quality professionals to work with you.
We are backed by a team of specialists
within ScotiaMcLeod, as well as from
Scotiabank and Scotia Private Client Group.
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