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Proactive Planning

for a solid future

Helping You

manage the changing face of life

Our Goal

is helping you achieve your financial objectives

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Investments

Investment planning should provide an outline to meet future financial objectives. The way your investments are structured will, in part, determine your tax situation, your risk management and the potential gains on your investments. Reviewing your portfolio will allow me to make recommendations to develop solid financial strategies in order to obtain the greatest possible benefit from your resources.

The implementation of your financial plan, may result in portfolios containing several different types of account structures. The following are a list of possible products that may be applicable to you:

Accounts

  • RRSP and Spousal RRSP
  • Non-Registered
  • RRIF and Spousal RRIF
  • Education Savings (RESP)
  • Tax-Free Savings Account (TFSA)

Investments

  • Segregated Funds
  • Guaranteed Investment Funds
  • Life Annuities
  • Insured Annuities

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1755 West Broadway, Suite 207
Vancouver, BC
V6J 4S5 Canada

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