"It’s not what you make, it’s what you keep.” It’s an old saying but as true today as the day it was coined.
Enhancing and preserving your wealth requires both acumen and insight. Most Canadians forget that you are legally entitled to arrange your affairs in a manner that is in your best interest. We can help you do that, in fact this approach is built into our day-to-day services with our clients. Our tax planning services are designed to help you do just that… keep as much as you legally can.
If you are an existing client and feel you would benefit from a review, remember that we’re happy to sit down with you at any time.
If you are considering us, a free tax planning review is an excellent place to understand how we can help.
Insurance products and Financial Planning services are offered through P & K Financial Inc. Mutual Funds are offered through Manulife Securities Investment Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.
Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.