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Our team is unstoppable in our quest to set and reach your financial goals, and we provide the clarity you need to do so. With our values always top of mind, we approach our work with the intensity, relentlessness, and discipline needed to make your money work as hard for you as you did for it.
We keep you committed to the most disciplined investment strategy in the industry. We know we can’t control the market, so our mission is to control everything else. It’s not about picking stocks or timing the markets per se, but about keeping your emotions in check when they tell you to deviate from the plan. And when you invest your hard-earned money with our team, you gain access to a wide range of exclusive benefits that cover every aspect of your wealth.
On all of your investment accounts, in one easy-to-understand format.
This puts your investment returns on your RSP, TFSA, taxable investment accounts, and holding company investments all together. Stop trying to figure out how each one of your accounts performed and how your overall investments performed – we do that for you!
Written directly by Jason Greenlees for more than 25 years.
Includes how to properly use an RSP and TFSA and specifically how to determine the optimal amount to contribute to each of these accounts. Many people get this very wrong – but we put transparent calculus behind our recommendations using current tax tables.
Includes which accounts you should pull money from to meet your retirement income needs and how to do so in the most tax-efficient manner. For example, should you take money out of your RSP before you are forced to when you turn 72? The answer for many of our clients is “Yes.”
In conjunction with our expert advice, Jason provides short “Straight Talk” videos that give you the straight goods about a variety of investment topics and tools to help you meet your financial goals.
Our team designs a financial plan for every client that's updated for every review meeting.
Delivered in a straightforward way that all of our clients understand.
Ensuring you have done everything possible to minimize your tax and to make certain that no mistakes were made when filing your taxes.
For wealth creation and estate maximization.
In-person or virtual review meetings every year, at a bare minimum.
Making sure you have the right corporate structures in place including the use of estate freezes, family trusts, shareholders agreements, and much more.
Making sure your Wills are up to date, including secondary Wills for your business assets to avoid probate.
Having earned the highly intensive and coveted Family Enterprise Advisor (FEA) designation, Jason is extensively trained in the challenges and opportunities that arise for our family business clients.
