Financial Management Planning and Advisory Services

  • Investment Portfolio Management
  • Retirement Planning
  • Estate Planning*
  • Cash Flow Management
  • Risk Management
  • Insurance*

Investments

  • Stocks
  • Income Trusts
  • Preferred Shares
  • New Issues
  • Private Placements
  • Flow-through Investments – Tax Shelters
  • Bonds, Debentures, GICs
  • Mutual Funds
  • Hedge Funds
  • Indexes

Wealth Management Strategies

  • Retirement Compensation Arrangements
  • Individual Pension Plan
  • RRIF
  • Maximizing Portfolio Potential
  • Estate Bonds*
  • Using Trusts to Protect Your Assets

* Offered through Canaccord Estate Planning Services Ltd.