FINANCIAL PLANNING

  • Common client objectives are: retirement readiness, debt reduction planning, second opinion services, major purchase considerations, cash flow analysis, tax planning and investment asset allocation.
  • Medical & dental professionals: Transition to practice and early career planning.
  • Private and professional corporations. Trust and estate planning.
  • How we are paid: we charge fees based on the project time and commitment.

INSURANCE

Life, Disability, Critical Illness, Health and Dental and Private Health Spending Plans

  • Brokers for all Canadian life insurance companies.
  • Corporate owned life insurance strategies.
  • How we are paid: the insurer pays TCM a commission that is disclosed to our clients during the application process.

MORTGAGES

Mortgage broker services through Dominion Lending Centres

  • Access to major lending institutions within Canada.
  • How we are paid: the lender pays TCM a commission that is disclosed to our clients during the application process.

INVESTMENT MANAGEMENT

RRSPs, TFSAs, Non-Registered Accounts, Individual Pension Plans, RESPs, and RDSPs and Corporate Investment Accounts

  • Portfolio is constructed to match your objectives and risk tolerance.
  • Broad range of investment products such as ETFs (exchange traded funds), stocks, bonds and mutual funds.
  • How we are paid: fee-based management, which means we receive no commissions from third parties.
  • Connor Hewson and Taylor Hewson are registered Investment Advisors with PEAK Securities Inc.

Investment management services offered through PEAK Securities Inc.