Budget & Cash Flow Projection
Mortgage & Debt Analysis
Short Term Goal Planning
RESP and Education Planning
Estate Planning Analysis
Wills & Power of Attorneys
Tax-Efficient Estate Transfers and Legacy Planning
Gifting to Children and Grandchildren
* We work closely with your accountants and lawyers, ensuring goals and objectives are streamlined. Some Estate Planning strategies may require involvement of a legal professional.
Tax Efficiency of business assets and income
Ensuring Investment Selection is Inline with Goals and Risk Tolerance
Independent and Diversified Product Offering
On-Going Portfolio Monitoring
**Tax minimization strategies abide by rules set forth by the CRA and may require us to work with your accountant.
Retirement Income Projections and Analysis
Assessment of Objectives
Retirement Expense Analysis
TFSA or RRSP?
Goal Setting – Life and Financial
CPP and OAS analysis
Tax and OAS Clawback Minimization
Life, Critical Illness, Long-term care, Travel, And Disability Insurance for:
Nicole Rothe, BSc, CFP®, EPC