Our Services

Specialized Products

In order to properly meet the needs of our clients, we have found that certain investment products and services have to be customised.

Here are some of the current products and services we offer to our clients:

Mutual funds and segregated funds provided by companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Stinton Financial Group Inc.

Retirement Accounts

  • Asset & Wealth Accumulation
  • Self-Directed RRSPs/RRIFs
  • Annuities and Group RRSPs
  • Non-Registered Investment Portfolios
  • Retirement Planning Analysis
  • Retirement Compensation Arrangements (RCA)

Estate Planning

  • Will & Review Analysis
  • Capital Needs Analysis
  • Estate Preservation Strategies
  • Shareholder Agreement Review
  • Business Succession Planning

 Insurance

Charitable Gifting

  • Planned Giving
  • Charitable Insured Annuities
  • Remainder Trusts