Products and Services

Solutions

For You and Your Family

• Investment Portfolio Management
• Retirement Planning
• Estate Planning*
• Cash Flow Management
• Risk Management
• Insurance*
• Tax-Efficient Growth and Income
• Tax Reduction
• Specific Solutions for Business Owners and Incorporated Professionals 

For Your Business

• Group Benefits and Group Savings  (RRSPs)*
• Tax Efficient Compensation for Business Owners, Incorporated Professionals and Key Employees
• Protecting Your Business From the Death, Disability, or Critical Illness of a Key Employee*
• Cash Management

Investments

• Tax Advantaged Investments
• Flow Through Shares and Limited Partnerships
• Stocks
• Preferred Shares
• Yield Investments
• Hedge Funds and Alternative Investments
• Stock Options - Covered Calls, Spreads, etc.
• Employee Stock Options
• Private Placements
• Mutual Funds and Separately Managed Accounts

Wealth Management Strategies

• Extremely Tax-Efficient Wealth Accumulation for Business Owners
• Tax Advantaged Wealth Accumulation for Salaried Employees
• Tax Advantaged Income Strategies for Conservative Investors
• Individual Pension Plan (IPP)
• RRIF
• Maximizing Portfolio Potential
• Estate Bonds, Insured Retirement Programs, and other Insurance Tax Shelters*
• Using Trusts to Protect Your Assets
• Tax-Deductible Mortgage Interest

* Offered through Canaccord Estate Planning Services Ltd.