Investments

 

Unbiased investment advice mixed with a personalized approach ensures that your needs are always met. The Up Financial philosophy focusses on downside protection. We build our portfolios to maximize returns while minimizing downside exposure.

•    Portfolio Management
•    Asset Accumulation
•    Registered Retirement Savings Plans, RRSP
•    Registered Education Savings Plans, RESP
•    Registered Disability Savings Plans, RDSP
•    Tax Free Savings Accounts, TFSA
•    Group Retirement Plan Maximization
•    Lifetime Income Plans

 

Insurance

 

Broker-style insurance advice means that we represent YOU in your insurance planning. Each company specializes in different types of coverage and we will help to guide you to find the right product to fit your individual situation.

•    Life Insurance
•    Disability Insurance
•    Critical Illness Insurance
•    Insured Retirement Plans
•    Long Term Care Insurance
•    Charitable Giving

 

Taxes

 

We have strategic partnerships with vetted accountants and tax lawyers to service all of your tax needs.

•    Personal / Family Tax Planning & Compliance
•    Corporate Tax Planning & Compliance
•    Estate Freezes
•    Attestation Services
•    Management Consulting
•    Corporate Reorganizations
•    US Tax / Cross Border Issues
•    Income Tax Dispute Resolution
•    Tax Minimization Planning

 

Legal

 

We also have strategic partnerships with personal and corporate lawyers to service all of your legal planning needs

•    Legal Wills
•    Enduring Power of Attorney
•    Personal Directives
•    Trust Planning
•    Generational Wealth Transfers
•    Probate & Estate Administration