Products and Services

Financial Management Planning and Advisory Services

• Investment Portfolio Management
• Estate Planning *
• Insurance *
• Retirement Planning
• Cash Flow Management
• Risk Management
• Tax Planning
• 2012 RRSPs
• 2013 Tax Free Savings Accounts
• Registered Education Savings Plans
• Research

Investments

• Stocks
• Exchange Traded Funds
• Income Trusts
• Preferred Shares
• New Issues
• Private Placements
• Flow-through Investments –  Tax Shelters
• Bonds, Debentures, GICs
• Mutual Funds
• Indexes
• Fixed Income

Wealth Management Strategies

• Retirement Compensation Arrangements
• Individual Pension Plans (IPP)
• Maximizing Portfolio Potential
• Estate Bonds*
• Using Trusts to Protect Your Assets

* Offered through Canaccord Estate Planning Services Ltd.

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