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Every service is tailored to your specific needs. Talk to one of our advisors today to help you align your goals for financial success.
Through a thorough and holistic process, we help you develop a long-term strategy to meet your family’s primary financial objectives.
We utilize best-in-class, low cost portfolio managers and a wide variety of financial tools and investment vehicles to achieve your financial goals.
We work with you to envision what your ideal retirement looks like. From there we determine what needs to be done today to make your dream retirement a reality tomorrow.
We develop an investment strategy that considers both financial return and social/environmental impact. We believe investing responsibly doesn't have to come at the expense of financial returns.
After years of dedicated service, there are often key decisions required regarding your hard earned pension assets. Our experienced advisors walk you through your options to ensure that you are maximizing your long term interests for you and your family.
We are one of the few wealth management firms in Canada that can facilitate the transfer of your non-government UK pension to a Canadian RRSP using the Qualifying Recognized Overseas Pension Scheme.
Handling an estate involves many complexities that require professional assistance including but not limited to minimizing probate fees and various taxes at time of death. You are rightfully entitled to maximizing what you leave behind for your family and community.
Either through our Family Office services or in partnership with your tax and legal professionals, we implement tax smart strategies designed to preserve your hard-earned wealth and leave a legacy for your family.
We provide peace of mind that your loved ones are cared for by protecting and preserving your wealth from unexpected illness, injury or death.
Every service is tailored to your specific needs. Talk to one of our advisors today to help you align your goals for financial success.
Investment
RRSP/RRIF/LIRA/LIF/Pensions
QROPS
RESP – Education
Fee-Based Asset Management
GIC’s
Mutual Funds
Socially Responsible Funds
Segregated Funds
Life – Term
Life – Permanent
Critical Illness & Disability
Health & Dental Benefits
Annuities
A QROPS is a qualified recognised overseas pension scheme. The purpose of this scheme is to facilitate the transfer of private sector pension plans in the United Kingdom (UK) to pension plans in other countries that meet the requirements established by Her Majesty’s Revenue and Customs (HMRC).
QROPS are designed for UK residents who meet all the following criteria:
Small and medium sized business is undoubtedly the growth engine for the Canadian economy. For most business owners, personal and corporate finances are tightly intertwined and it’s important that your financial advisor understands the correlation between the two. With extensive experience working with companies of all sizes, within various industries, our advisors will work with you to understand your business’s financial objectives regardless of which life-stage your company is in.
Planning considerations may include:
Starting Up
As You Grow
Succession Planning
Every service is tailored to your specific needs. Talk to one of our advisors today to help you align your goals for financial success.
It’s not what we have in life, but who we have that matters. Protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.
Help protect you and your family from regular health, dental, and vision costs, as well as expenses related to disability, critical illness, or long term care.
Get help covering your unexpected expenses wherever you travel. Benefit from comprehensive coverage for trips as short as a few days or as long as 365 days.
Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp. 4665 Yonge Street, Suite 310, Toronto, ON M2N 0B4 t: 416.964.0440.
