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FULL-SERVICE FINANCIAL ADVISORY
ONE RELATIONSHIP. EVERY DIMENSION OF YOUR FINANCIAL LIFE.
As wealth grows, so does the complexity of the decisions surrounding it. The right advice begins by seeing the full picture — then connecting the decisions that shape what comes next, with purpose.
For business owners, professionals, executives, and established families: integrated financial planning, investment management, retirement, tax and estate strategy, and insurance — brought together through one coordinated advisory relationship.
Ten points. One standard.
Lead with Integrity
Build with Purpose
Deliver With Excellence
OUR PHILOSOPHY
Rooted in Strategic Financial Advocacy — objective, comprehensive advice that brings wealth preservation and growth, tax and estate planning, retirement income, risk management, business succession, and intergenerational wealth transfer into one cohesive strategy — aligned with your goals, values, and legacy.
Every relationship follows our Ten-Points Standard→
01 — COMPREHENSIVE FINANCIAL PLANNING
A single plan that connects your business, your family, and your future.
A comprehensive planning process that brings the six areas of financial planning together — assessing how each decision affects the others, and aligning recommendations with your goals, priorities, and circumstances.
→ Goals, cash flow, and financial management
→ Retirement planning
→ Tax planning
→ Investment and wealth planning
→ Insurance and risk management
→ Estate planning
“If your financial situation changed tomorrow, would you know what to do — and would your plan adapt with it?”
02 — ADVANCED TAX & ESTATE PLANNING
Structuring wealth thoughtfully for tax efficiency, continuity, and transfer.
For individuals, business owners, and multi-generational families — strategic planning that considers how wealth is structured today, how it may be taxed, and how it is intended to transfer tomorrow.
→ Tax-efficient structuring, coordinated with your legal and tax advisors.
→ Trust and intergenerational wealth transfer strategies
→ Estate and legacy planning
→ Charitable and philanthropic planning
“How much of what you have built will reach the people and causes that matter most to you — and have you planned for what stands between today and that transfer?”
03 — Retirement Planning
A retirement income strategy built around your lifestyle, not just your number.
From the timing of retirement to the sequencing of income sources and government benefits — creating an income strategy designed to evolve with your life, priorities, and changing circumstances.
→ Retirement income and cash-flow planning
→ Government benefits coordination, including CPP and OAS
→ Pension, RRSP, and TFSA planning
→ Timing and sequencing of retirement decisions
“When the paycheque stops, what determines where your income comes from — and in what order?”
04 — Wealth & Investment Management
Disciplined portfolio management built around your goals.
Investment strategy aligned with your objectives, time horizon, risk profile, and broader financial plan — with ongoing review as markets, circumstances, and priorities evolve.
→ Personalized portfolio management
→ Retirement and decumulation strategies
→ Access to private and alternative investments, where appropriate
→ Asset allocation and investment policy design
→ Intergenerational wealth transfer considerations
“If markets fell 20% tomorrow, would your portfolio — and the plan behind it — still hold?”
05 — INSURANCE & RISK MANAGEMENT
Protection designed around what you have built — and what you need to preserve.
Integrated into your broader financial strategy, with risk management designed to protect income, wealth, business continuity, and the people who depend on them.
→ Individual life, disability, and critical illness insurance
→ Insured retirement and financing strategies
→ Corporate and business succession funding strategies
→ Group benefits and retirement plans
“If you couldn’t work for six months starting tomorrow, what would happen to your income, your business, and the people who depend on you?”
FEES
Transparent pricing, based on scope and complexity.
Hourly advisory support is priced at published rates. Comprehensive planning engagements and ongoing advisory relationships are scoped and quoted based on the nature, complexity, and requirements of the engagement following a confidential conversation.
At NTP Strategies, we help Canadians make confident financial decisions through strategic planning and expert guidance. Whether your goal is wealth growth, income stability, long-term security, or legacy planning, our team is ready to help you build a personalized financial plan.
OUR PLANNING PROCESS
A structured, disciplined process — designed to evolve with your priorities, decisions, and future.
We follow FP Canada’s financial planning standards — from establishing goals and gathering data, through analysis and recommendations, to implementation and ongoing review. Your plan is revisited as your business, your family, and your goals evolve.
Let’s talk about where your wealth needs to go next.
Every relationship is led personally, with a team dedicated exclusively to Financial Advisory.
Designed Securities Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization.