"...We are living comfortably today because of the advice and help we received from Ian thirty years ago."
From little seeds, big trees grow.
Retiring successfully starts first with saving; the simple act of putting money away. Next, it's about following the right advice.
With an ever-increasing number of investment options, saving for retirement is growing more complex. Today, getting the right investment advice and services is essential to making good choices about the retirement savings decisions you make.
That's one of the reasons why we're an independently owned and operated brokerage. We offer access to a complete range of proven investments and unbiased advisory services. We work with our clients to provide time tested strategies to build wealth and more importantly to us, protect your capital.
It's not just something we talk about, we put it down in writing. When it comes to retirement planning, portfolio design and tax planning strategies, we make a point of getting things down on paper.
We listen. Working through a client discovery process with each client, we learn about your investment preferences, your time horizon and risk parameters to tailor our recommendations to your needs.
Here are some of the more common investment products that we offer:
- Segregated fund policies
- Payout annuities
For mutual fund information click here
Call us for a consultation. If you're not a client yet, we welcome the opportunity to show you the kind of personalized work we do for our clients.