Our clients also benefit from our suite of value-added services, for which there is no additional cost:
File Cleaning Service
Over the years, many people accumulate mounds of paper, statements, and other documents. We are pleased to review your investment and insurance files with you and assist you in uncluttering your life by safely disposing unnecessary documents, as part of putting your financial life in order.
Tax Readiness Service
Having to scrounge for receipts creates stress at tax-time and can cost you money to have returns amended because a receipt was lost or forgotten. We are pleased to coordinate with your tax professional to make sure you get all the investment slips required by CRA to prepare your return as efficiently and inexpensively as possible.
Cash Flow Optimization
Investment returns are obviously a focus of our work but we are also mindful that cash-flow timing is also an important consideration, particularly in retirement. We work closely with our clients to ensure they get the cash they need, when they need it.