Holistic Financial Planning

As your financial situation matures, your personal goals may become more diverse. A comprehensive approach provides you with the detail and incisive strategies to achieve your complex, long-term goals.

  • Financial Planning

    • Combine multiple financial goals into a unified process
    • Project a timeline for your income to match your needs
    • Account for variables such as inflation and adjust them to your satisfaction
  • Portfolio Strategy

    • Build a portfolio tailored to support each goal in your plan
    • Reduce your exposure to market volatility while still accomplishing our goals
    • Find the strategy that suits your particular investment style
  • Risk Management

    • Protect your loved ones from the loss of an income earner to death, illness and disability
    • Calculate the effect on your retirement on long term care
  • Banking Solutions

    • Manage your debt repayments
    • Structure your accounts to provide extra cash flow if necessary
    • Maximize your return using Tax-Free Savings Accounts (TFSAs)
  • Tax & Estate Planning

    • Structure your investments and cash flow to minimize tax
    • Transition your assets to the next generation
    • Shield your estate from taxation
    • Turn your success into a legacy
  • Tracking Progress

    • Quarterly portfolio reviews
    • Annual meeting to adapt your plan to changing situations
    • Provide accountability and transparency
  • The usefulideas® advantage

    • Robust and comprehensive planning in a multipage report
    • Ongoing support throughout the process
    • Customized planning that adapts to your needs
    • Disclosure of all fees for planning and portfolio management before implementation