Our services

We don’t provide a one-size-fits-all service! 

We provide personalized solutions that fulfill your specific needs!

Wealth Management:

• Cash flow analysis and recommendations
• Strategies for income protection and growth
• Personal insurance solutions.
• Generating current income while growing assets for retirement
• Creating tax effective strategies
• Minimizing investment risk
• Segregated Fund 

 

Insurance Planning:

• Life insurance
• Disability insurance
• Long-term car insurance
• Fixed annuity
• Travel Insurance
• Critical Illness Insurance
• Mortgage Insurance
• International Student Insurance
• Health and Dental Insurance
   

Saving Planning:

• RRSP
• Debt advisory
• Tax-Free Saving Account
• Payments advisory
• Retirement Planning
• Estate planning
• Education saving Plan
• Registered disability savings plan