Our clients enjoy a full array of wealth services. Some of which include:
- Conservative Asset Growth
- Moderate Asset Growth
Federal Registered Savings Plans
We offer all variations of the Federal Registered Savings plans including RRSP and RRIF accounts (spousal, locked Federal/Provincial plans), Registered Disability Savings Plans (RDSP) and the Tax Free Savings Accounts (TFSA).
What is a Family Office?
A Family Office is different from a traditional financial advisor in that it aims to offer a total financial solution, including select accounting and legal professionals to organize a family's personal financial affairs and philanthropic needs.
James has been the Investment Advisor to one of Hamilton Wentworth's oldest Investment Clubs since 2006. If you are interested in starting an Investment Club, or wish to invite James to your next Club meeting, please contact us.
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