Investment Services

The personal investment goals of our ElderCare Concierge clients are unique and involve complex family, tax and legal considerations.

The ElderCare Life Plan properly integrates those unique needs with solutions.

Peace of mind can be achieved when you have confidence in your investment strategy, and comfort in the knowledge that your investment portfolio is customized to your specific needs. We offer integrated, full service wealth management services with impartial advice so that you can combine the benefits of a comprehensive wealth management plan with a single point of contact.

We take the time and effort to get to know you so that we can truly understand your personal financial picture and our team has specialized expertise that combines tax and estate planning to help you make the most efficient use of your assets in retirement.

We assess your situation looking at the whole picture –– your health, your lifestyle, your need for income, your desire to create a legacy for future generations or for your favourite charities –– and provide you with the options and guidance to make sure that your financial life is organized exactly as you wish it to be.