Our Services

Reporting & Reccommendations

Accurate and detailed reporting is a key component in our role as advisors to our clients.

Family Trusts

  • Use of Trust and Income Splitting
  • Compenstation Arrangements
  • Tax Efficiency of Different Income Streams

Custom Reports

  • Reports of Investment Portfolios
  • Summaries of Insurance Portfolios
  • Retirement Projection Reports

 

 

Estate & Retirement

  • Wills & Trusts
  • Insurance Reviews
  • Retirement Income Projections
  • Reviews of Existing Insurance Portfolios

 

Current Position

  • Net Worth
  • Personal and Financial Goals
  • Asset Allocation

 

Mutual funds and segregated funds provided by companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Stinton Financial Group Inc.