Estate Planning

Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so properly, we review your will(s) and meet with you and your Executor to go over your wishes and ensure everything is in place. Our Estate Organizer is a useful tool for making your wishes clear and assisting in an orderly distribution of your estate.

View the Rest of our Services

The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a…
Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live…
We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never…
We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are…
Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related…
Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so…
who we are

Meet Our Team

Morris Saad<small> CIM<small>®</small> , FMA, B.A.</small>

Morris Saad CIM® , FMA, B.A.

Portfolio Manager
Ian Goodman<small> CFA</small>

Ian Goodman CFA

Portfolio Manager
Alan Suja<small> CFP</small>

Alan Suja CFP

Certified Financial Planner
Jacqueline Collett

Jacqueline Collett

Executive Assistant