Our Services - Deeds Group

COMPREHENSIVE SERVICES

We've worked hard to be able to call ourselves Portfolio Managers — placing us in the top 5% of financial advisors in Canada.

Discretionary Management means less paperwork for you and access to higher quality investments.
Our services are not based on commissions, and are instead based on a flat-fee to ensure everything we do is in your best interest.
We can access a wider range of investments than most financial advisors, giving us the ability to find the best opportunities.
Complete transparency in our reporting gives you a clear understanding of what you're paying for.

We've freed ourselves of cumbersome paperwork, giving us more time to focus on you.

Each client receives a custom financial plan written in plain English.
As your account grows, and your needs become more complex, we seamlessly adjust your plan to meet your new objectives.
Access your plan and your account balances 24/7 through our custom online portal.
Access industry experts for tax, estate and succession planning.

Protecting your most valuable assets — you and your family. We provide customized insurance solutions to meet your every need.

Tailored Life Insurance plans ensure your assets are protected from all of life's uncertainties.
We protect your ability to earn an income with Disability and Critical Illness Insurance.
Reduce the risk within your business with Key Person Insurance — providing capital in the absence of key partners or employees.
Contact us today to get your free insurance plan.

When the time comes to move on from your business, we're here to help.

We're business owners too — giving us a unique perspective on the financial implications and emotions of selling a business.
We can help with valuation, optimization and even finding a suitable buyer to keep your legacy in safe hands.
Our Corporate Investment Accounts help to reduce taxes during succession events.

We love what we do — and it shows. Get access to expert advice wherever and whenever you need it.

Get answers to all your biggest questions at the touch of a button. Our expert team is available anytime through our online portal.
Unlimited access to your advisor to give you peace of mind during all of life's biggest milestones.
With over 15 years of experience in Wealth Management, we consider ourselves to be partners in each clients' financial journey.

Services