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Our Services

Tailored financial planning and wealth management services to help you achieve your goals.

What We Offer

  • Wealth Management: Comprehensive strategies to grow and protect your wealth.
  • Retirement Planning: Secure your future with personalized retirement solutions.
  • TFSA (Tax-Free Savings Account): Maximize your savings with tax-free growth.
  • Investments: Access a wide range of investment options, including Quadrus Investment Services for expert guidance and trusted solutions.
  • RRSPs (Registered Retirement Savings Plans): Plan for retirement with tax-advantaged savings.
  • Estate Planning: Ensure your legacy with thoughtful estate strategies.
  • Tax Planning: Optimize your tax situation and keep more of what you earn.
  • Key Person Planning: Protect your business with key person insurance and planning.
  • Corporate Wealth Management: Tailored solutions for business owners and corporations.
  • Risk and Insurance Planning: Safeguard your future with living benefits and critical illness insurance.
  • Budget Planning: Take control of your finances with effective budgeting strategies.
  • Income Planning: Create a reliable income stream for every stage of life.
Professional financial planning workspace with charts and documents

Why Choose Us

20+ Years
Experience
500+
Clients Served
Certified
Professional
Trusted
Partner
Schedule Free Consultation

Who We Help

Helping high-net-worth individuals and small business owners secure their financial future.

Our Process

Initial Consultation

Meet to discuss your goals and current situation

Discovery & Plan Development

Analyze your situation and create a customized plan

Implementation

Put your financial plan into action

Ongoing Review & Adjustments

Regular monitoring and plan optimization

Professional financial planning process and consultation
Quadrus Investing Quadrus Investing

Financial advice, Financial planning in the areas of financial management, risk management, asset management, estate planning, tax planning and retirement planning, insurance products, including segregated fund policies are offered through Ecivda Financial Planning Boutique / Ecivda Financial Group Ltd. All advisors for this firm are investment representatives in addition to their advisory role, and offer mutual funds and referral arrangements through Quadrus Investment services Ltd. Quadrus, Quadrus Investment Services Ltd. And design are trademarks of Quadrus Investment Services Ltd. and used with permission.

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