Estate Planning

Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so properly, we review your will(s) and meet with you and your Executor to go over your wishes and ensure everything is in place. Our Estate Organizer is a useful tool for making your wishes clear and assisting in an orderly distribution of your estate.

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The only proven asset management philosophy is the one that takes emotion out of the equation and relies on a…
Planning fo retirement isn’t just about contributing to your RRSP or group pension plan. It’s also about how you’ll live…
We take a common sense approach to reducing your taxes but not at the expense of sound investment strategies, never…
We pride ourselves on being able to offer our clients a wide range of investment solutions to ensure they are…
Creating an effective financial plan also involves identifying and mitigating risk. Understanding your tolerance for risk – including those related…
Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death. To do so…
who we are

Meet Our Team

JP Tantalo<small><br>CFP, RRC</small>

JP Tantalo
CFP, RRC

Investment Advisor
Reinaldo Correia<small><br> CFP, CPCA, RRC</small>

Reinaldo Correia
CFP, CPCA, RRC

Investment Advisor
Lori Correia

Lori Correia

Executive Assistant to Reinaldo Correia
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Contact Details

If you are interested in learning more, have any questions or want to work with us then please drop us a line, we would love to hear from you.

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