Personal Wealth Management

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At Sherbrooke Street Capital, you can expect to find a full spectrum of independent investment advice to help grow your wealth and achieve your retirement goals, 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 tax effective 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 Strategies

We provide comprehensive retirement 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 investment strategies that provide you with peace of mind as you enter your retirement years. We also specialize in setting up executive pension plans for individuals benefiting from greatly enhanced retirement incomes.

Tax Effective Approach

Our investment approach is designed with an emphasis in tax efficiency, including tax deferral solutions and tax-saving strategies. 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.