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As part of our service, we can bring a number of resources to the table to help you design, reorganize and implement your plans.
Plan Implementation:
- StoneCreek Financial Group Inc. - provides products from a variety of suppliers. License sponsored by Great-West Life.
- Quadrus Investment Services Ltd. - provides broker dealer services for mutual funds and related investment products.
- Audis Canada Inc. - provides insurance products from about 25 different companies.
- Solutions Banking - all in one banking, RRSP and investment loans.
Private Wealth & Estate Services:
- Tax & Estate Planning Consultants - provide advanced advice on insurance and investment related issues.
- Private Wealth Counselors - provide customized investment advice and design investment portfolios.
Accounting & Tax Services:
- Meyers Norris Penny LLP
- Virtus Group LLP
- Mintz & Wallace CA's
Legal Services:
Estate Services:
- Fiduciary Trust Company of Canada - professional executor & trustee services.
- Concentra Financial - business financing and trust services.
Charitable Giving Programs:
- Strategic Charitable Giving Foundation - your personal charitable foundation.
Business Management Services:
- Symchych Family Business Consulting Inc.
- Prospect Management Resources Ltd.
Private Capital:
- Tamarack Capital Advisors Inc.
- PFM Capital
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