WEALTH MANAGEMENT

Providing high-level professional service that combines financial & investment advice, accounting & tax services, retirement planning & estate planning.

Advice & Solutions

Personalized Financial Planning
Investment Planning
Education Planning
Retirement and Estate Planning
Tax Planning
Insurance Planning
Mortgage and Debt Planning
Severance Planning

Insurance Products

Segregated Funds
Annuities – Life & Term
Life & Disability Insurance
Critical Illness Insurance
Long Term Care

Business Solutions

Group Retirement Savings Plans
Company Pension Plans
Group Life & Disability Insurance

Government Registered Plans

Registered Retirement Savings Plans
Registered Retirement Income Funds
Locked-In Retirement Accounts
Life Income Funds
Defined Contribution Pension Plans
Registered Education Savings Plan
Individual Pension Plans
Tax Free Savings Accounts
Registered Disability Savings Plans

Portfolio and Investment Fund Manager

Through a referral arrangement, T&B West Coast Investments offers you direct access to TriCert Investment Counsel’s portfolio management services. Seamlessly working with your Takalo & Burt Chartered Accountants Accountant and your T&B West Coast Investments Financial Planner, your TriCert Investment Counsel’s Portfolio Manager takes a quality sector-based (QSect) approach to tailor an investment management strategy that is specific to your unique circumstances designed to meet your goals and provide peace of mind through volatile markets.

TriCert Investment Counsel is registered as a Portfolio Manager with the Ontario Securities Commission (OSC) in Ontario, its principal regulator, and with each relevant securities administrator in all other jurisdictions across Canada. TriCert Investment Counsel is registered as an Investment Fund Manager in Ontario. Today, TriCert Investment Counsel proudly manages over $3 billion in assets on behalf of thousands of clients.

TriCert Investment Counsel is owned in part by Takalo & Burt Chartered Accountants.

To learn more, visit TriCert.ca.

Independant Financial Planning Services Catered for You

T&B West Coast Investments works with TriCert Investment Counsel, a Portfolio and Investment Fund Manager that works to safeguard and build wealth for its clients.

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