SERVICES
Corporation & Business Planning

Investment Management

Our team can invest in stocks, mutual funds, ETF’s, and other investment products. We will customize a tailored portfolio based on the goals and objectives of the corporation for a long term investment strategy.

Tax Planning

We will work with your accountants and tax planners to minimize your investment tax bill for the corporation. Our strategy will help to reduce taxes, while growing the investment portfolio.

Group RRSP

Our team can set up a group RRSP plan for 10 or more employees. There are tax benefits, as well as employee retention advantages, when corporations offer a group RRSP plan.