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Capabilities / Planning services

We plan for every stage of life.

Our client portfolio managers have the necessary breadth of knowledge and experience to offer a wide array of investment solutions.

Chart your financial path with our planning services.

Business succession planning

Starting the conversation early is best.

Our team combines extensive experience with access to accredited professionals – including financial planners, lawyers, accountants, estate planners, and real estate advisors – to help you navigate this challenging area.

Retirement planning

Plan for your future.

Time never stops – your client portfolio manager aims to structure your portfolio to accumulate wealth over time, that will ultimately sustain your lifestyle throughout retirement.

Charitable giving

Leave a lasting legacy.

Your IPS is a living document, often including provisions for philanthropic objectives. Our extensive experience with charitable organizations, helps us tailor charitable giving plans, potentially facilitating tax benefits while supporting worthy causes.

Estate and legacy planning

Plan for your family’s future.

An estate plan should reflect your values and look after your loved ones. An effective, tax-efficient estate plan can alleviate burdens on those closest to you. Our client portfolio managers will seek counsel or refer to a qualified estate planner, where necessary.

Disclosures

Guardian Partners Inc. (GPI) is a wholly-owned subsidiary of Guardian Capital Group Limited, a publicly traded firm listed on the Toronto Stock Exchange. GPI operates as two divisions, Guardian Capital Advisors and Guardian Partners. All trademarks, registered and unregistered, are owned by Guardian Capital Group Limited and are used under license. For prospective, new or existing U.S. clients of Guardian Capital Advisors, please see Form CRS for your review and reference.