Enjoy advantages tailored to your career path that help you achieve your personal and business projects.*
Free financial projection
Customized tax service
Personalized notary service
- Discount on the liquidator’s fees by using our estate liquidation service
- Discount on fees by using our trustee service for testamentary trust
Rebate on applicable management fees
- For the first year
- When referencing a new client for the following years
Student Advantages
- Referral promotion
- Student line of credit
New Practice Advantages
- Reimbursement of the costs associated with the filing of your income tax return for three years
Family Advantages to share with your whole family
Group RRSP service
Personalized insurance offer
Financing and transactional solutions
*Certain conditions apply, contact your Wealth Management Advisor.
