wealth managementWhat we Do Best
We Can Do it All
Managing your wealth, for our team, comes down to one simple thing – helping you achieve your goals. At Rock Harbour Wealth Management we know that means different things for different people, but whatever is important to you we’ll help you achieve it. Whether you are looking to invest for the first time, are a seasoned investor, or are looking to plan for retirement or wealth transfer we have an expertly trained team of experienced advisors that can help design a plan that’s right for you.
first time investor
Time, Diversification, Cost and Ease; how they effect your investment.
retirement savings plan
We offer future investment plans tailored to suit your needs. Segregated Funds and Mutual funds are just some of the ways we can assist you with your retirement savings plan.
wealth management plan
We offer financial advice by utilizing the spectrum of financial disciplines available, such as financial and investment advice, risk management, estate and retirement planning. We’ll also work with our outside partners to make sure other needs that are integral to a complete financial plan are met.
We can help you significantly enhance the value of your estate by passing along more assets than you could otherwise achieve through a purely investment-driven strategy.
Investing is more than just fund selection. Our goal is to integrate solutions and help you build a comprehensive plan that takes into account all aspects of your current life, as well as your goals and aspirations for the future. We know that clients don’t plan to fail, but in many cases they fail to plan. That’s where Rock Harbour Wealth Management comes in. When you come to us you can be assured that your plan will be strategic, flexible and constantly changing to adjust and adapt to you as you progress through your career on a path to retirement.
Finally when the time comes we’ll present you with income options that meet your retirement needs. We’ll also incorporate an estate plan so you can be comfortable with how your wealth will provide for future generations. At Rock Harbour we want to be the connection between you and the resources and advice you need, whenever you need it.
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“Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.”
Mortgage referrals and insurance products, including segregated fund policies are offered through Rock Harbour Wealth Management Inc., and Investment Representatives Tim Jones and Jean Deschenes offer mutual funds through Quadrus Investment Services Ltd.