What we do

What We Do

Financial Strategy

A financial strategy is more than just an investment strategy. Sound planning principles involve the big picture: analyzing estate taxes, income taxes, education funds, and insurance coverage. Find out how a financial advisor can tailor a custom plan for your specific situation.

Read more...

Retirement Planning

About half of Canadians hope to retire before age 60, but hope is not a plan. What is your retirement plan? Find out about the seven key strategies for retirement planning success.

Read more...

Estate Planning

Estate planning is not just for the wealthy. Even for small estates, proper planning can save thousands of dollars. What is a “deemed disposition tax?” Find out how proper planning can help reduce the overall tax bill for your estate.

Read more...

Tax Planning

Tax planning is not just something that takes place in April. Every day, you engage in financial transactions that are taxable. Some taxes cannot be avoided, but others can be reduced or eliminated altogether with careful planning. Find out what tax planning looks like for you.

Read more...

Portfolio Analysis

Do you know what your asset allocation is? If not, it’s time for a portfolio analysis. The amount of equities, fixed-income investments, and cash in your account will determine your long-term rate of return. Find out if your risk level is too high and if you’re on track to meet your goals.

Read more...

Insurance Analysis

Insurance is very easy to ignore, but the rewards of protecting yourself can be enormous during a crisis. Your insurance needs depend on your situation, and an insurance advisor can help you identify risks you may have missed. Find out how an insurance analysis can help you get the right coverage and avoid expensive premiums.

Read more...

Subscribe to our Newsletter

Click Here for Current Issue

* 
* 
* 

Email marketing by AdvisorNet Communications Inc

Book a Meeting

Happy Clients

Bill Thompson has helped my family and I achieve a new level of financial peace of mind. I have received excellent advice on a wide variety of complex financial situation. Won't hesitate to recommend Bill and his team.

Peter Stanley

Plant Manager, Oshawa, Ontario

This company is the best financial services company that I have ever worked with. I recommend them often to my family and friends.

Jane Smith

Dentist, Toronto, Ontario

Lorem ipsum dolor sit amet, consectetur adipisicing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim minim veniam, quis nostrud exercitation nisi.

John Smith

VP Marketing & Sales
ABC Real Estate