Personal Wealth Management

At Sherbrooke Street Capital, you can expect to find a full spectrum of services, ranging from investment advice to retirement, estate, life insurance and tax planning services, all personalized to the needs of each of our clients and their families. By looking at the big picture, we provide a complete portfolio of services that covers the full range of our clients’ needs and includes long-term strategies that encompass the next generation.

 

Investment advice

Our professionals work with you to grow your investment portfolio over time while preserving and protecting the true value of your assets. We start by gaining an understanding of your goals and then buy and sell securities on your behalf to attain those goals. We offer objective financial advice based on research and analysis of the market as well as quality administrative assistance. We are lean and pass along our savings to you by being very competitive in costs. Whether you make your own investment decisions or prefer to draw on our expertise and knowledge, we customize our offering to your needs.

 

Retirement Planning

We provide comprehensive retirement planning strategies that are customized to each of our client’s needs. We provide advice and assistance in converting RRSP and pension assets to alternative retirement options. We work with you to develop strategies which encompass guaranteed annuities and RRSP assets. We also specialize in setting up executive pension plans for individuals benefiting from greatly enhanced retirement incomes.

 

Estate and Life Insurance Planning

Through strategic relationships, we offer you unbiased estate and life insurance services based on your unique needs. And these solutions encompass everything from proven strategies using basic low-cost wealth preservation to more advanced, sophisticated, wealth-creation strategies. We offer living benefits strategies and programs encompassing income replacement, critical illness and long-term care. Our clients also benefit from our experience in estate freezes planning.

 

Financial and Tax Planning

When it comes to tax planning, we can help you develop a customized family setup that minimizes taxes for the whole family. We provide advice that will assist you in planning business succession or in introducing income splitting. Our services also include tax deferral solutions and tax-saving strategies. To help you make the most of your assets and investments, we provide comprehensive financial planning and review your plans with you on an ongoing basis.