Services
Find the Right Tailored Solution
Our services are tailored to support you through every stage of your journey.
Individual & Corporate Services
At etiQ, our expert team supports you through every financial milestone, from starting savings and buying your first home to planning for retirement.
Leveraging our extensive entrepreneurial experience, we also provide strategic guidance to ensure long-term success and protect your business from unforeseen challenges.
Wealth Management
Individual
We have extensive experience in pension funds for both public sector employees and the private sector. Additionally, we are supported by a team of financial planners, tax specialists, accountants, mortgage brokers, property and casualty insurance brokers, and legal services professionals.
- Financial Planning and investments
- Retirement Planning
- Tax-Efficient Disbursement Strategy
- Estate Planning
Savings
Individual
Corporate
With access to the leading Canadian fund companies, we help you grow and secure your wealth. Our proven strategies, tailored to individuals and businesses, effectively maximize your assets and optimize your liquidity. Trust our expertise to achieve your saving goals.
- TFSA – TFSAPP
- RRSP – RRIF – LIRA – LIF
- Mutual Funds
- Segregated Funds
- Tax-advantaged Funds/Corporate Structure
- Group RRSP
- IRA
Insurance
Individual
Corporate
We offer a comprehensive range of tailored protection plans for individuals and businesses. For individuals, we ensure financial security against life’s uncertainties. For businesses, we guarantee the continuity of the company in the event of a major loss and tailor custom group insurance plans, which will help retain your employees.
- Life Insurance
- Mortgage Insurance/Loan
- Disability Insurance
- Critical Illness Insurance
Real Estate Financing
Individual
Whether purchasing your first home or acquiring a rental property, we provide the tools and expertise to help maximize your potential. Our guidance is also sought after for navigating the complexities of buying or leasing commercial spaces.
- Home Buyers’ Plan & TFSAPP
- Mortgage
- Loan Protection
Tax Strategy
Corporate
With our expert counseling, we can develop a tax strategy tailored to your needs and industry. Our specialists are available for personalized support and compliance. We’re here to help you achieve your goals efficiently.
- Executive Health Savings Plan (Shared premium critical illness coverage)
- Taxation and Corporate Accounting
- Individual Pension Plan (IPP)
Financial Calculator
Want a general overview of the best plans for your financial needs? Explore our quick financial calculator that helps you evaluate your options and make informed decisions.
