– Investment and cash flow planning

– Income tax and estate tax minimization strategies

– Customized and separately advised portfolios

– Business succession planning

– Risk assessment / Risk management

– Philanthropic concerns

– Business and stock option planning

– In-trust accounts, RRSPs, RRIFs, RESPs, LRIFs, LIFs, joint accounts

– Insurance: Life, Critical Illness, Disability, Health, Travel, Mortgage

 

HOW WE HELP
As unique as your fingerprint, we offer a wide range of customized products and services.

 

How we've helped our clients...

Suite 200, 140 Ouellette Place

Windsor, ON N8X 1L9

 

ksimard@simardandassociates.com

 

(519) 967-1180

Fax: (519) 967-1234

HOW WE HELP
How we've helped our clients...