Independent Financial Advice
Integrity - Experience
Conrad has over 30 years of experience in financial planning. He has completed the Canadian Securities Course, obtained his Personal Financial Planner Designation and is registered with the Canadian Securities Institute. He is licensed to offer investment advice in Ontario, Quebec and British Columbia and is fluently bilingual.
Conrad's Services Include:
- Comprehensive Retirement Planning
- Retirement Income Solutions- RIF's, LIF's Annuities
- Asset sale investing - farm sale, sale of business
- In depth financial planning solutions
- Insurance / risk analysis
- Comprehensive tax planning strategies
- Tax effective Investing
- Estate / succession planning
- Severence / retirement package advice
- Pension rollovers
- Business succession planning
As well, our many relationships with over 100 companies that we deal with allow Conrad to research the market for you and obtain the very best investment alternatives whether they be mutual funds, guaranteed investment certificates or portfolio managed solutions. We also offer discount brokerage trading portfolio access through one of Canada's largest and most respected trust companies.