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The ECC Group is an organization of Personal Financial Advisors that provides the most ethical, comprehensive and high quality financial advice and service to individuals and families.

 
OUR SERVICES

The following is a summary of the ECC Group’s advisory services, all designed to help you and your family achieve your financial goals and obtain financial security and peace of mind.

Financial Planning Services
Budgeting/Cash Management
Use of Credit
Estate Planning
Income Splitting
Inter-Generational Planning
Pension Planning
Retirement Planning
Tax Planning
Tax Returns
Insurance Options
Life and Health Insurance
Wills/Power of Attorney

Special Situations
Job Termination / Severance Package (click for more details)
Inheritance
Loss of Spouse
Establishing or Selling a Business
Sale or Purchase of Real Estate
Retirement
Windfall Gain
Separation/divorce
International Transfers
Negotiating Employment Packages

 

Corporate Service Services
Purchase and Sale of a Business
Executive Compensation
Benefits Counselling & Communication
International & Domestic Transfers
Downsizing/Termination Counselling
Financial Planning for Employees
Retirement Planning & Succession Planning
Financial Planning Workshops/Seminars
Group Life/Group RRSP
Individual Pension Plans (IPP)
Retirement Compensation Arrangements(RCA)
Health & Welfare Plans
Employee Profit Sharing (EPSP)

Investment Planning
Asset allocation, advisory &
implementation service
for:
LIRAs
RRSPs
RRIFs
RESPs
GICs
Annuities
Segregated Funds
Individualized Portfolios

Banking Services
Mortgages, Personal and Commercial
Line of Credit
Savings Accounts

   

IPC