Investment Planning
You have goals – together, we’ll write your money story.
Explore holistic financial planning that will support you as you work towards your financial aspirations.
Investment Planning Services
Regular Savings
We offer a variety of investment options to help you reach your life goals.
• RESPs for children
• Home savings programs
• RRSPs, TFSAs, non-registered investments and high-interest savings accounts
Retirement Planning
We’ll help get set up for retirement so you can focus on the things that truly matter.
• Tax savings
• Pension options (including OAS and CPP)
• Portfolio management and optimization
Estate Planning*
Estate planning is more than just having a will. We’ll help you cover all your bases.
• Transfer your wealth smoothly to your beneficiaries
• Save on tax dollars and professional fees
*We offer Certified Executor Advising - with this unique skill set, Tune Financial could prove invaluable to you as you plan for the smooth transfer of your estate.
Socially Responsible Investing
Book an appointment, the first hour is on us.
Life happens and it’s important to be prepared for the unexpected. We will help you craft a life insurance strategy that will protect your family and assets in unexpected situations.
Life Insurance
Pricing Model
We work hard to help your money work for you. View our pricing packages and get your first hour on us when you book an appointment.