Products & Services

Financial Management Planning and Advisory Services

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

Investments

• Stocks
• Income Trusts
• Preferred Shares
• New Issues
• Private Placements
• Flow-through Investments –  Tax Shelters
• Bonds, Debentures, GICs
• Mutual Funds
• Hedge Funds
• Indexes

Wealth Management Strategies

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

We have expertise in dealing with the following personal finance situations:

• Stock Options
• Inheritance
• Early Retirement and Severance Pay
• Commuted Pensions

* Offered through Canaccord Estate Planning Services Ltd.