Investment Management
Treegrove Investment Management offers discretionary portfolio services
- We have a fiduciary duty to our clients. We are required to act in our clients’ best interests.
- Our fees are based on the assets that we manage. You will know and understand what you pay and why.
- We offer a turnkey service – we take care of everything.
- Discuss with you your present and future goals, along with your expectations
- Assess your current situation
- Develop and explain to you how your portfolio will be invested
- Monitor the portfolio and the investments within the portfolio
- Provide regular communication so you can stay abreast of the performance and important events that will impact your investments.
Financial Planning
Treegrove Investment Management offers financial planning services. We believe that understanding you and your family’s goals is the key to successful financial planning. By talking about what really matters to you, together we will identify your needs and build a plan that makes your dreams come true. From the simple retirement income plan to the complex estate, business, and corporate plans, we will help you achieve your desired financial future.
Special Needs Financial Planning for Individuals and Families with Children
At Treegrove we offer financial planning for individuals and families with children with special needs. Alex is a parent of a child with special needs. Bill and Alex have extensive specialized knowledge in this area. We have been helping individuals and families to plan for their future and provide for the lifelong needs of their family member with a disability. We are able to offer low cost customized self directed RDSP’s which will create more funds over time for you.
Individual Pension Plans
important tax advantages. Establishing an IPP can be complex, but we make it easy for you to create an IPP that’s right for you or your key employees.
An IPP offers several key benefits, including:
- May provide higher contributions than permitted by Registered Retirement Savings Plans (RRSPs)
- IPP investments grow on a tax-deferred basis
- A wide variety of pension eligible investments are available
- IPP contributions are tax-deductible to your corporation as the plan sponsor
- Employer contributions are not considered a taxable benefit for the employee
- Fees to set up and administer and the IPP are tax deductible by the employer
- IPP assets are creditor-proof: always a plus for the self-employed; and as with traditional Registered Pension Plans, pension income can be split up to 50% with one’s spouse, for income tax purposes (pension splitting).
- An incorporated self-employed business owner or professional
- Between the ages of 40 and 71 with annual T4 income greater than $100,000
- An employer looking to enhance retirement benefits for a key employee
Portfolio Reviews
How often have you gone for a second opinion or checked other places for prices? Isn’t it time you got a second opinion on your financial portfolio? At no cost to you we can meet and show you an analysis of your current portfolio.
This analysis will take into account whether or not your portfolio is:
- Meeting your current and future goals
- Aligned with your Investment Policy Statement or Asset Allocation
- An analysis of your current portfolio
- The total fees you are paying for managing your current portfolio
- What can be done to keep your profits where they belong, in your portfolio.
- Many people that leave these meetings are often shocked at the hidden fees they were being charged that we uncovered that have been slowly eating away at the growth of your assets.
Take the First Step
For more information or to be introduced to our Portfolio Managers, please fill in the following contact information