Your Goals

Everyone has different goals. At Sightline, we take the time to get to know you and understand your goals, so we can create a customized plan that works for you. Our solutions will help you build, preserve and manage your wealth.

Growing Your Wealth

Becoming financially independent isn’t just about earning a high income. It also requires smart decision-making and thorough planning. We can help you build the life you want for you and your family by making your money work as hard as you do.

The number of investment vehicles available to all of us is vast and constantly evolving. It may even seem overwhelming. At Sightline, we have the resources required to analyze your entire financial picture, explore all available options and make appropriate financial recommendations at every stage of your life. We have access to traditional solutions as well as alternative asset classes to provide diversified asset allocation within your portfolio.

With a comprehensive plan, it’s easy to identify your objectives, set savings goals, and determine the correct investment vehicles to use in order to reach them. From paying off your mortgage to retiring comfortably, we’ll work with you to create a long-term investment strategy that works for you and doesn’t jeopardize your current lifestyle.

Our Services

Sightline Services

Protecting Your Wealth

After working hard to accumulate your wealth, naturally you want to protect it. Unforeseen events such as medical emergencies, long-term illnesses or accidents can quickly erode your assets. Our advisors will introduce you to one of our Financial Planning partners to help you prepare for whatever comes your way.

Other factors such as inflation or market downswings can also reduce the value of your assets and without time on your side, it can make you feel more vulnerable. We can help to reduce volatility in your portfolio through diversification and provide you with options for dependable sources of retirement income. As you near retirement, there are many questions to consider, including:

  • Will I have enough money to retire comfortably?
  • What are my monthly income needs?
  • What are the tax implications I may be facing?
  • Is my portfolio diversified properly to protect me from volatility?
  • Do my insurance policies provide me with the coverage I need? Are they tax effective?

With the assistance from one of our Financial Planning partners, we will help you structure a portfolio to ensure a maximum after-tax income and we can assist you in finding an insurance professional who will ensure that you have appropriate insurance coverage in place to protect yourself and your family. In other words, we’ll take worry out of the picture.


Planning Your Estate

An estate plan ensures that your financial affairs are in order and your family members and beneficiaries are protected. A well thought-out estate plan can help reduce the taxes and fees of your estate and smooth the transition of assets to your beneficiaries. If you don’t make estate planning a priority, you run the risk that the CRA will make these important decisions for you.

We will extend to you our relationships with whom we believe to be some of the finest estate and insurance planning firms in the country, putting a complete wealth management team at your disposal. We will help you answer questions like:

  • Do I have a current will and power of attorney?̇
  • Are my charitable contributions as tax effective as possible?̇
  • Can my children or grandchildren handle their inheritances responsibly or do safeguards need to be put into place?