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OUR SERVICES
Financial advice that suits your needs
WEALTH MANAGEMENT
Building wealth based on risk tolerance is an important factor in expanding net worth. Our firm’s expertise includes a chartered financial analyst that will provide guidance and build a customized portfolio to include diverse asset classes across the world.
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Through our mutual fund dealer, Quadrus Investment Services Ltd., we can provide further investment expertise and excellent reporting for our clients. With online access to their accounts, clients have the unique option to receive their statements paperless.
RETIREMENT PLANNING
Helping clients understand their options in retirement, the types of income they will qualify for, and creating a plan with registered and non-registered investments will allow them to meet their retirement needs and create maximum tax efficiency.
FINANCIAL PLANNING
Life is constantly changing, and we offer custom financial plans that will adapt and evolve as client’s experience different stages of life. Navigate understands the importance of developing a long-term financial plan to include life events such as annual family trips, raising a family, changes in income and unexpected circumstances.
PERSONAL INSURANCE & EXTENDED BENEFITS
It is important to be properly insured while your money is working for you. Our insurance specialist will work with you to ensure that your family is secure in the unfortunate event of a death, illness or disability. Extended benefits are part of providing security to your family and is something we also offer to our clients. Navigate is a broker and has access to carriers across the insurance market. We work with our clients to find the best fit for their needs in terms of insurance products all while working with their budget.