With over 25 years of experience, you can rely on the expertise of Bob Adams and the team at TIER One Planning to deliver sound financial direction in such areas as:

  • Tax Planning
  • Investment Planning
  • Estate Planning
  • Retirement Planning

Call us today to start working towards your short, medium and long term goals.

Disclaimer

Commissions, trailing commissions, management fees and expenses all may be associated with segregated fund investments. Please read the information folder before investing. Fund values change frequently and past performance may not be repeated.

Discuss the risks associated with leveraged securities purchases with an investment funds advisor before investing. Purchases are subject to suitability requirements. Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash reserves only. The extent of the risk is a determination to be made by each purchaser and will vary depending on the circumstances of the purchaser and the securities purchased. If you borrow money to purchase securities, regardless of the fluctuating value of the portfolio, your responsibility remains to repay the loan and to pay interest as per the terms outlined in the agreement.

Investors should educate themselves regarding securities and taxation which may affect them personally. This web site is for general information only and is not intended to supply specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances.

The Website does not constitute an offer or solicitation in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation.

Representatives of TIER One Planning are registered through separate organizations for each purpose and as such, you may be dealing with more than one entity depending on the products purchased. Representatives of TIER One Planning will provide the name of the entity being represented when insurance business is conducted.

References in this Website to third party goods or services should not be regarded as an endorsement of those goods or services. By accessing any of the links provided you will be leaving the TIER One Planning site. TIER One Planning is not responsible for the information contained on these websites.

This website is intended for Canadian residents only and the information contained herein is subject to change without notice. The owner and publisher of this Website are not liable for any inaccuracies in the information provided

ARTICLES & NEWS LETTERS

Keep up-to-date on all the latest news at Tier One Planning.


DEBT CONVERSION

Is your Mortgage (or your car, cottage, boat etc.) tax Deductible? That is a question we love to ask as we have some good solutions for those who say no.


TESTIMONIALS

See what our clients have to say!