Products & Services

Financial Management Planning and Advisory Services

• Investment Portfolio Management
• Retirement Planning
• Estate Planning*
• Cash Flow Management
• Risk Management
• Insurance*
• RRSPs
• RRIFs
• TFSAs

Investments

• Stocks
• Income Trusts
• Preferred Shares
• New Issues
• Private Placements
• Flow-through Investments –  Tax Shelters
• Bonds, Debentures, GICs
• Mutual Funds
• Hedge Funds
• Exchange-Traded Funds (ETFs)
• Closed-End Funds

Wealth Management Strategies

• Retirement Compensation Arrangements
• Individual Pension Plan
• Leveraging
• RIF/Corporate Meltdown
• Maximizing Portfolio Potential
• Estate Bonds*
• Using Trusts to Protect Your Assets

* Offered through Canaccord Estate Planning Services Ltd.