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.
