Tanya Surette focuses heavily on providing comprehensive wealth solutions while other wealth management teams offer strictly investment advice.
We focus on providing full financial planning services as well as portfolio management services. We provide clients with comprehensive investment management utilizing a customized approach to their asset allocation in accordance with their individual needs, tax situation, and risk tolerance.
We have a disciplined investment philosophy and process that is rooted by real world knowledge and experience.
We provide clients with comprehensive portfolio management utilizing a customized approach to their portfolio construction in accordance with their individual needs, tax situation, and risk tolerance. We can operate accounts in a collaborative or a discretionary platform, under a fee-based platform.
We are experts in the retirement planning field, bringing together all of the various assumptions required to guide a client toward the appropriate savings rates as they approach retirement, and spending rates when they’re retired.
Insurance is a part of any well thought out financial plan. Protecting one’s assets is an essential part of a holistic wealth management approach through the utilization of various life, disability, critical illness, and long-term care policies.
This service is provided by Scotia Wealth Insurance Services Inc.
Maximizing ones estate through tax minimization, and the ease at which it transfers to the next generation is front of mind for many clients. We provide guidance around how to best accomplish this.
This service is provided by Scotiatrust.
One of the largest expenses of having children, we can certainly help plan for the funding of post-secondary education costs.