What we do

VIP Moneywise

A personalized approach

• Determine effective income tax minimization strategies and professional preparation. (U.S. tax services by referral only)
• Provide cash flow and debt management strategies to determine the best use of your available resources
• Provide wise investment options such as segregated and tax-deferred funds, Guaranteed Interest Deposits and many other customized programs
• Retirement – wisely planned, well enjoyed: your advisor will strategize for your retirement including planning using RRSPs, pension programs, deferred compensation strategies, income planning structuring.

• Provide Tax Free Savings Accounts (TFSAs) investment options and design
• Risk management, including income loss protection for illness or injury, critical illness, life insurance, health and dental care, and long term care
• Estate planning so that you can keep money for your family and charities, protected from high tax rates
• Business succession planning so that you can get the most out of selling or transferring your business, while minimizing income tax exposure

A well-strategized financial roadmap allows you to grow, manage and protect your assets

and takes into account any detours you may face along the way.  

Depending on your needs and financial goals, your VIP Moneywise financial advisor will work with you to:

 (403) 571 – 0911
129 17th Avenue NE
Calgary, AB T2E 1L7