An investment portfolio is one of the ways that we can make sure you reach those goals and dreams that you've been working so hard towards.

I'll look at your entire situation and consider tax planning, estate planning, and retirement goals and put an investment portfolio in place that looks at the big picture - not just your RRSP's.

I'll also make sure that your portfolio is a good fit for your timeline and risk profile. We'll check in as regularly as you'd like to, to make sure you stay on track to your goals.

MUTUAL FUNDS

With over 5000 mutual funds available in Canada, it can be a bit overwhelming to narrow down the right choices for your portfolio. But, don't worry - that's my job. I use a detailed risk assessment alongside a stringent selection criteria for your portfolio and I'll make sure to help you choose the best fit for you and your goals.

SEGREGATED FUNDS

Segregated funds may be a great option for your investment portfolio as they may offer estate and tax planning advantages for you and your family as part of a holistic financial plan. I'll help you understand the pros and cons and help you decide if they make sense for you and your retirement goals.

GROUP RETIREMENT SAVINGS PLAN

If you're a small business owner looking to provide additional benefits to your employees, a Group Retirement Savings Plan may be an option to help make and keep your employees happy.