Investment Planning

It’s not just about saving for a rainy day anymore.

Effective investment planning can provide the resources to do the things you want, like buying a cottage or turning a dream vacation into a reality.

Brett takes your life goals and risk profile into consideration before creating a custom-tailored investment strategy that is rooted in time-tested financial planning principles. Designed to maximize potential returns while managing risk, he ensures that your money keeps working for you far beyond your retirement. Smart investment planning enables you to relax and enjoy life, while planning for whatever comes next for you and your loved ones.

In addition to Brett’s investment planning expertise, he provides his clients with the highest level of personalized service. Many of his clients have been with him for the majority of his 20 years in the financial sector.

Your comprehensive and personalized investment plan may include a mix of stocks, RRSPs, RESPs, Mutual Funds or ETFs. Brett can help you with:

  • Portfolio analysis
  • Investment solutions (mutual funds, stocks, bonds, ETFs)
  • Registered Savings Accounts (RRSP, RRIF/LIFs, RESPs, TFSAs, RDSPs)
  • Guaranteed investments (GIC, Deposit accounts, Annuities)

Contact Brett to learn more about his investment planning services that can help you achieve your life goals. Or call him at his Toronto office at 416.901-6500 ext 23 to arrange a consultation.