Planning that trip of a life-time? Wanting to own your first property? Achieve financial independence at your desired age? Why always 65? By providing an educational approach with a strong balance of wealth management strategies. A&E doesn't work for the client, A&E works with the client.
Risk Management
Planning ahead in case the unthinkable happens. Building a solid foundation so we don't get knocked off course when it comes to a financial plan. No one likes buying insurance, however when we need it, we are happy it's there.
Estate Planning
Taking care of loved ones, charitable donations, this is what can happen by establishing a financial legacy.
Portfolio Management
Just expecting a strong rate of return is like going for a road trip without a map and a plan. Building a customizable portfolio that can respect your risk tolerance and time frame horizon to achieve your expected returns.
Retirement Income
From TFSAs, RRSPs, Non registered accounts, to cash value life insurance, we can plan ahead for your retirement by educating you on what buckets you should pull income from first. It's time Canadians retire with confidence.
Wealth Transfer
From 2016 and 2026, Canada is expected to see the largest intergenerational transfer of wealth in its history. Baby Boomers are anticipated to give about one trillion dollars in personal wealth to Gen Xers and Millennials. Receiving wealth transfer advice when it comes to you and your family.
