Services for Retirees

Financial security and a steady cash flow is a crucial element in order to maintain the quality of life that you have grown accustomed to. We understand that protecting and preserving your wealth is key to enjoying the freedom of your retirement years.

To address your unique needs, we offer a full range of services to support all of your investment and financial needs. We also offer a suite of investment portfolios designed to protect your valuable funds through market volatility and economic downturns.

Working together, we will help you make informed decisions so you can achieve your financial goals with confidence.

Investment Management Services

  • Discretionary Portfolio Management

We provide the following services to our Private Client investors through our affiliated firm, Alitis Insurance Services Inc.:

Insurance Services

  • Personal life insurance
  • Mortgage insurance
  • Disability and critical illness insurance
  • Corporate buy-sell insurance

Financial, Tax & Estate Planning

  • Private wealth management
  • Pension maximization strategies
  • Corporate tax-free estate planning strategy
  • Retirement planning
  • Tax and estate planning
  • Corporate and business succession planning

Business Succession Planning

  • Strategic wealth planning program
  • Advanced tax, estate and business succession planning