Wealth management is much more than simply a transaction. Our approach is holistic and comprehensive, we understand that a plan doesn't define you, you define the plan. As your needs become increasingly complex we work closely with you and your team of trusted professionals to deliver a solution that is tailored to you - your needs, your goals, your vision.
Our solutions are best suited for affluent individuals and families who value a disciplined, proven approach to wealth management. Our process is collaborative – we recognize that your dreams and goals are as important as the assets that will help you realize them.
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Determine retirement goals:
Discuss risks and identify gaps.
Create a Retirement PaychequeTM: Discuss the many sources of income encountered throughout retirement and explain how the Retirement PaychequeTM consolidates all those sources into a single account.
Maximize a Retirement PaychequeTM: Discusses tax saving strategies such as available tax credits, income splitting, OAS claw-back reduction.
Mar 28, 2018 - Mar 28, 2018
Investors Group Office
208 County Court Blvd
Brampton, ON L6W 4S9
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.