Services

We are there for you when you need us

We offer the most competitive rates by examining your needs and matching you with a plan that is right for you. By offering personal one-on-one consultation, and being there for you whenever you need us, you can be at ease knowing that your financial needs are being taken care of.

A personal financial plan is very important. We can assess your individual needs and provide solutions that will allow you to reach them.

Strategic Planning: At ADE Financial Services, our objective is to develop the best strategic design for your financial plan.

Areas of Specialization: At ADE Financial Services, we suggest personal financial planning solutions with emphasis on:

  • Compensation and Benefits Planning
    • Group plans
    • Layered and private plans
  • Estate Planning
    • Wills and trusts review
    • Freezing and divestiture planning
  • Tax Planning
    • Income splitting
    • Deferrals
    • Conversions
  • Retirement Planning
    • RRSP’s
    • RRIF’s
    • Annuities
    • SWP’s
    • Insured annuities
  • Business and Corporate Planning
    • Low rate of tax
    • Capital gain exemption
    • RCA’s and bonus planning
  • Year-end planning
  • Asset Protection and Preservation Plans
    • Trus