While many of our clients initially consult with us about their investment portfolios, The Symons Group is often able to provide valuable financial advice over a wide range of topics.

 

Business owners are often interested in using Individual Pension Plans as a means of enhancing their retirement savings in a very tax efficient manner. They may need help in establishing Holding Companies as a way of allowing an orderly sale of their business without triggering unnecessary taxes.

 

Many clients appreciate the opportunity to have an independent audit of their current insurance coverage to ensure that they are neither under, nor over, insured based on their current and future circumstances.

 

Senior clients may want to establish an Estate Plan to ensure that their assets are directed to their families on an  appropriate timetable. Our Team of Experts includes lawyers who will review our client’s wills to make sure they will accomplish their intent.

Investing - Partnership Plus

ScotiaMcLeod's comprehensive suite of fee based programs delivers on our Client Commitment by proactively addressing the uniqueness of your situation, guiding the creation and implementation of your financial strategy using a systematic process, and applying a disciplined approach to investing with a team of investment specialists. 

Ensure that your assets are distributed according to your wishes – consider both the financial and administrative implications.

Insurance Planning

By structuring the right mix of investments for your portfolio, you can pay less tax while ensuring optimal returns.

Like most Canadians, we at The Symons Group, are active supporters of charitable organization in our community.