Wealth Creation

Whether you’re an individual or business owner, it can be challenging to build and maintain your financial health and security. But it doesn’t have to be that way. 

Johnson, Smikle & Associates can help by designing tax-efficient investment plans that work for you today – and in the future.

We’ll review your investment portfolio and objectives, and work with you to create a customized financial plan, including succession planning, children’s education, retirement planning, and estate planning.  We’ll regularly review your plan and financial statements to ensure that you stay on track. And to ensure you’re getting the best tax planning advice, we’ll work with your accountant and lawyer as your dedicated financial team.

Depending on your unique circumstances and needs, your plan may include:

• Retirement Savings
• Registered Education Savings Plans (RESPs)
• Tax-Free Savings Accounts (TFSAs)
• Other Savings
• Group Registered Retirement Savings Plans (GRSPs)
• Individual Pension Plans (IPPs)
• Defined Contribution Pension Plans (DCPPs)