OUR EXPERTISE
We combine our in-house expertise with an extended network of solid and reputable external consultants. We offer professional and honest advice with proven financial products as well as a complete range of services required to best meet our clients’ financial objectives.
CORPORATE FINANCIAL PLANNING SERVICES
Business Consulting
CCPC Tax Minimization Strategies
Tax Efficient Wealth Accumulation Strategies
PERSONAL FINANCIAL PLANNING SERVICES
Customized Financial Plans
Cash Flow Analysis
Long Term and Retirement Planning
LIFE, ACCIDENT & SICKNESS INSURANCE
Individual Life Insurance Planning
Corporate Life Insurance Planning
Critical Illness & Disability Insurance
INVESTMENT PRODUCTS
Mutual Funds, Exempt Market Products, Segregated Funds
Plan Types: IPP, RRSP, LIRA, TFSA, OPEN/Cash Investment
ACCOUNTING & BUSINESS PLANNING
Business Structuring & Tax Planning
Personal & Corporate Tax Preparation
Financial Statement Preparation
Bookkeeping management
Consulting
Only insurance products offered by Rob Mackenzie are provided through The Panorama Business Group & Castle Financial Group Ltd.
Mutual funds and exempt market products offered by Rob Mackenzie are provided through Portfolio Strategies Corporation.
All other products including exempt market products mentioned on this website are offered by other professionals and provided through The Panorama Business Group.
