Components of a Financial Plan
	Develop a Customized Financial Plan
	Investment Management
	Retirement Planning
	Tax Planning
	Education Funding
	Cash Flow Analysis
	Estate Planning
	Insurance Analysis

Establish your Estate Planning Objectives
	Life Insurance Needs Analysis*
	Wills and Trusts
	Power of Attorney for Property and Personal Care
	Estate Preservation
	Wealth Transfer
	Business Succession Planning

	Securities including stocks and bonds
	Income Trusts
	Mortgage Back Securities (MBS)
	Index-Linked Notes
	Sophisticated investment management programs
	Self-Directed Registered Plans ( ie. RRSP’s, RRIF’s, RESP’s)
	Mutual Funds and GIC’s
	Labour Sponsored Investment Funds
	Banking Services
	Segregated Funds*

	Small business consulting
	Established professional resource network (ie. US tax consulting)
	Private Wealth Management

Products and services are offered in Canada only. All products and
services are subject to the terms of the applicable agreement.

*Insurance Products are offered by Dardan Capital Corporation