We pride our practice on our commitment to a proven process. Before ever making any investment, we first work with clients to develop a complete understanding of their financial position, concerns, tax position, goals & objectives and estate planning. We then work with our clients to help them determine their financial goals and objectives in short, medium and long term. We create a financial forecaster assessment that quantifies our client’s ability to meet their goals and objectives given their current financial realities with varying growth assumptions. We believe this is an important tool in determining how much risk NOT to take and establishes baseline investment parameters. We believe this holistic approach allows us to make unique and tailored investment recommendations.
Financial Products & Solutions:
- Mutual funds
- Segregated fund policies
- TFSA, RRSP, LIRA, RESP, RDSP, & Non-registered plans
- RRIF, LIF, & Annuities
- Mortgage referrals
- Business succession planning
Our mutual fund dealer:
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
Insurance products, including segregated fund policies, are offered through The Canada Life Assurance Company, and Robert T. Anderson (RTA Financial Inc.) offers mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
The information on this website is intended for residents of ON only.