Providing financial advice throughout all of life’s stages
Wealth Accumulation: Priority is placed on using the most tax-effective tools available, including Registered Retirement Savings Plans, Registered Education Savings Plans, Tax-Free Savings Accounts and an exhaustive array of non-registered investment vehicles.
Wealth Protection: Comprehensive life and critical illness insurance solutions ensure peace of mind and help preserve wealth for future generations.
Banking Services: National Bank of Canada professionals are at your service to provide credit analysis, traditional and online banking, and an exclusive private banking offering.
Retirement Planning: To augment employer-sponsored and government pension programs, a reliable income stream is created using both registered and non-registered assets.
Estate Planning: A well-structured will and the prudent use of trusts are essential for a smooth and tax-efficient transfer of wealth.