Alternative Investments - The Defiinitions

Geoff Cook - CFP, CHAIP

Alternative Investments are the most under utilized investments in Canada.When managing clients money, our main goal is to build a strong portfolio with a focus on capital preservation, and growth. In...

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Investments

Geoff Cook - CFP, CHAIP

We do not believe in taking a pre packaged investment solution for our clients.Your life is way to unique for that. We develop investment strategies that make sense for you and your family now, and in...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

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