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 a portion of the notary fees associated with the purchase of your first home
- Reimbursement of a portion of the notary fees associated with the preparation of your first will, a protection mandate, a general power of attorney, and advance medical directives
Family Advantages to share with your whole family
Group RRSP service
Financing and transactional solutions
*Certain conditions apply, contact your Wealth Management Advisor.
