A personal financial plan is very important. We can assess your individual needs and provide solutions that will allow you to reach them.

Strategic Planning:
At Moneyvest Financial Services, our objective is to develop the best strategic design for your financial plan.

Areas of Specialization:
At Moneyvest Financial Services, we suggest personal financial planning solutions with emphasis on:

• Compensation and Benefits Planning
  • Group plans
  • Layered and private plans
• Estate Planning
  • Wills and trusts
  • Freezing and divestiture planning
• Tax Planning
  • Income splitting
  • Deferrals
  • Conversions
• Retirement Planning
  • RRSP's
  • RRIF's
  • Annuities
  • SWP's
  • Insured annuities

• Business and Corporate Planning
  • Low rate of tax
  • Capital gain exemption
  • RCA's and bonus planning
  • Year-end planning
• Divorce and Separation Planning
  • Structured settlements
  • Consulting
  • Use of trusts
• Asset Protection and Preservation Plans
  • Trusts