Specialties:
Wealth Accumulation Strategies, Asset Mix Management, Discretionary Managed Portfolios, Retirement and Estate Planning. We specialize in tax shelters that have the endorsement of CRA.
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The Phippen-Becht Investment Team manages over $200 million in portfolio assets and have over 100 years of experience in the investment industry.
Our partnership focuses on providing long term investments for growth oriented clients and specialty income portfolios for those contemplating or currently enjoying retirement.
Our main objective is to allow our clients to realize their goals by guiding them through countless sources of trepidation and anxieties that investors face. We work diligently to provide advice best suited for each client based upon our indepth knowledge of their unique situations.
It is our belief that the relationship between a Client and Investment Advisor is of prime importance. In many instances we have managed the assets that have passed from one generation to another; because of our guidance and attention to detail, our clients' children and grandchildren continue to rely on our expertise for their investment portfolios.
1The comments included in the publication are not intended to be a definitive analysis of tax law: The comments contained herein are general in nature and professional advice regarding an individual’s particular tax position should be attained in respect of any person’s specific circumstances.
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