Taxation Planning

What are

Taxation Services

We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never letting tax minimization cloud our focus on wealth creation and protection. By effectively allocating fixed income investments to your registered accounts, we can reduce annual taxation.

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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