Our Services
Plan today for a secure tomorrow.
While Investment Management is usually considered the starting point for preserving and enhancing one’s wealth, financial planning, estate planning, risk management and tax minimization are as essential in stewarding a successful journey to a happy retirement.
We take the time to understand your goals and offer comprehensive solutions to help you realize your life vision and keep more of what you earned. We specialize in:
Offered Through Manulife Wealth Inc.:
- Estate planning
- Investment management
- Investment strategies for Ontario
and Quebec residents - Retirement planning
- Tailored tax planning
- Business succession planning
- Legacy planning
- Tax Efficient Investing
Offered through CCR Wealth Management
- Risk management
- Philanthropy & charitable giving
- Group RRSP
- Group Pensions
- Goup Benefits
Empower your decisions with sound guidance, it begins with our complimentary review.