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Insurance Investments Group


Investment & Asset Management

  • Goal setting and Required Rate of Return
  • Asset allocation based on personal goals and objectives
  • Ensuring investment selection is inline with goals & risk tolerance
  • Tax efficiency of Investments
  • Fee Analysis
  • Continuous Monitoring and goal checks

Estate Planning

  • Legacy Planning
  • Inheritance
  • Intergenerational transfers
  • Estate Bond
  • Gifting to children
  • Trusts
  • Charitable Donations

** Some Estate Planning strategies may require the involvement of a legal professional.

Corporations and Businesses

  • Business Risk Management
  • Investment and Asset Management
  • Group Savings
  • Tax Efficiency of Business Income
  • Group Benefits

Retirement Planning

  • Retirement Income Projection and Analysis
  • Pension Analysis
  • Severance
  • TFSA or RSP ?
  • Goal Setting
  • CPP and OAS Analysis

Tax Minimization Strategies

  • Income splitting
  • Tax efficiency of investments
  • Tax deferral
  • Tax conversion
  • Passing assets through your estate
  • Integrenerational transfer

    ** Tax minimization strategies abide by rules set forth by the CRA and may require us to work along a Chartered Accountant

Risk Management & Needs Coverage

  • Income protection
  • Asset protection
  • Family protection
  • Estate protection

Other

  • Capital Needs and Cash Flow Analysis
  • Education Planning
  • Short term goal planning
  • Debt Management
  • Beneficiary audit

Call 905-812-1930