What goes into financial advice?
Investment & Insurance Planning
Experience comprehensive advice, planning and investment strategies for individuals with a focus on Investment and Retirement Planning.
As always, all members of your Financial Advising team continue to be based in Nova Scotia and are backed by the national strength of IA Financial Group, one of Canada’s oldest and most respected financial institutions, founded in 1892 with assets under management of more than $100 billion.
Safeguard your family, your finances and your future with strategic insurance planning and protection with the help of our insurance team. We can help put together a custom insurance plan — and revisit it when things change — for coverage you can count on.
Estate & Tax Planning
Reducing your taxes through effective planning is an integral part of a strategic financial plan. While our priority is investment management and growth, we also believe that tax efficiency is critical to your portfolio performance.
It's not just what you make, but also what you keep. A combination of in-house and external tax expertise is available to support your short and long-term tax needs.
Get personalized estate planning and tax-efficient strategies to transfer your wealth. This team will help you retain more of your funds, protect what matters most, and efficiently transfer your assets, while easing any burden on your loved ones.
Our legal division Evangeline Law offers our clients a breadth and depth of legal expertise. Their methodical, rigorous approach to estate planning will ensure you have:
Properly executed legal documentation and plans in place
Investments accounts are set up to pass to beneficiaries without any unintended tax implications
Any adjustments to accounts while living are not creating unintended long-term tax consequences
Your life insurance coverage is sufficient to allow your family to manage immediate costs and ongoing monthly bills
Retirement Income Planning
It's never too early or too late to start planning for your retirement income.
Whether you are just starting your career, or approaching your final day at work. It is always useful to have a consolidated projection as to what you can expect from all of your sources.
Thinking about what to expect for income can be overwhelming.
Let us untangle all of your government, pension and personal sources to project what your monthly income can be expected to be. From there we will be able to provide precise suggestions to maximize you and your family’s wealth.
Together we can build a comprehensive plan that you can feel confident about. Our experienced team will also help you plan for the unexpected, avoid common mistakes and afford the life you deserve in your retirement.
By bringing together these key planning disciplines, your portfolio and strategic financial plan are built to take advantage of opportunities, and minimize risk associated with the realities of dynamic financial, legal, insurance and taxation landscapes.
This is what strategic, efficient portfolio management looks like.
Feel confident knowing that your income, assets, financial plan — and our team — are working smarter and harder for you, now and in the future.