Our Programs & Services

Empowering. Inspiring. Insightful. Fun. These are just some of the words used to describe the interactive seminars, workshops and programs hosted by the Two Roads Family Wealth Coaches and special guests.

To learn about our upcoming events, check out our calendar. When you see something you’d like to attend, simply register online or get in touch for more details.

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Our Services

Wealth Management

Wealth Management

Our unique Wealth Management process and services encompasses all parts of a person’s financial life and combines financial and investment advice, accounting and tax services, retirement planning and estate planning.

Visit our calendar and attend one of our FREE Seminars or call for a private appointment with a Family Wealth Advisor.

Contact one of our Wealth Advisors.

Employees of DOFASCO Retirement Services

DOFASCO Fund/Pension Program

Our DOFASCO Specialist and Retirement Specialists are thoroughly familiar with the Dofasco pension system, the Fund, Fund 2, SRIP, DCPP, DPSP, MVA and Retirement Allowance.  Over the years thousands of Dofasco employees have received practical and valuable information to assist them with retirement planning.  Our DOFASCO workshops are run quarterly and scheduled to accommodate all work schedules.

Visit our calendar and attend one of our FREE DOFASCO Retirement Seminars or call for a private appointment with a DOFASCO Fund Specialist.

Contact one of our Wealth Advisors.

Retirement Income Management

Retirement Income Management

Our unique process considers all sources of retirement income, their unique features, and the importance of income management, tax efficiency and estate planning.  Whether it’s a Final Average or Flat Average Defined Benefit Plan or a Defined Contribution Plan, or a hybrid plan, our Retirement Specialists are thoroughly familiar with the wide range of benefit and pension programs offered.  Isn’t it time to work with a retirement income specialists?

Visit our calendar and attend one of our FREE Seminars or call for a private appointment with a Retirement Income Specialist

Tax Preparation and Planning

Tax Preparation and Planning

From growing your assets, to managing them in retirement, taxes can have a meaningful effect on your financial goals. Through our tax planning services we work closely with you to incorporate tax planning into your overall retirement income plan. We explore and recommend investment options that help to minimize taxable investment income and take maximum advantage of tax-deferral strategies. Our partners can also advise you on trusts and other estate planning solutions to maximize the assets your beneficiaries will inherit.

Visit our calendar and attend one of our FREE Seminars or call for a private appointment with a Tax Specialist.

Contact one of our Wealth Advisors.

Personal Insurance

Personal Insurance

Life Insurance, or Long Term Care or Disability Insurance can provide individuals, families and businesses an effective way to manage risk against financial loss.  Solutions can be customized to meet your needs.  Contact us today for more information and a complimentary risk assessment.

Visit our calendar and attend one of our FREE Insurance or Estate Seminars, or call for a private appointment with an Insurance Specialists.

Contact one of our Wealth Advisors.