We don’t only call Rob when we need insurance or investment help; we view him as a partner in all our major financial decisions.”
— J Booth - Client for 6 years

We offer a variety of competitive investment strategies and partner with the top investment companies in Canada. We specialize in segregated funds where we offer both registered and non-registered accounts. Building wealth takes time; we will work with you to define the asset allocation and the desired risk to build up a portfolio that fulfills your ultimate goals. We are happy to help you set up and maintain your RRSPs, TFSAs and other important savings vehicles. We also offer the following strategies:

 

annuities

There  are  various kinds  of  annuities   and  trying  to   navigate   the    in's    and   out's  without  an annuity   expert    can  prove   difficult.  In  his  book,   Rob    and   his   co-authors  argue  that   you cannot    retire    properly    without     a     lifetime    income    annuity.   Essentially,    this   type  of annuity  is  a guaranteed paycheque for life!

 

MORTGAGE FREEDOM PLAN

We'd  love  to  show  you  how  to  pay  your  mortgage  off  faster  without  changing  your monthly payments.  The  mortgage  freedom plan  is  a  program  that  we  have been using  with some of our clients  for over 10 years with great success. Typically, the plan will reduce the mortgage amortization by  3  or  4  years,  saving you thousands and  allowing you  to accumulate  additional non-registered assets.  This  concept  is ideal if you have at least 40% equity in  your home.  Example:  if your home is valued at $800K with a current mortgage of $420K.  Let us show you how the program works and give you a comparison of your current plan versus the mortgage freedom plan.