Tailor-made Financial Products
Financial Planning
Financial planning is your roadmap to successfully achieving your goals. We can help you plan for specific things like savings and retirement, or with general financial planning for your business or estate. We are also experts in personal and business-related tax filing and planning.
Investments
From saving for your child’s education to planning a vacation, building a nest-egg, managing your finances during retirement, or anything else you might be considering, we can help you create an investment portfolio that fits your needs.
Contact us to explore our investment products including Mutual Funds and Segregated Fund Policies.
Insurance
Along with helping you build and manage your investments, we can help you choose the right insurance to minimize financial risk to you and your family.
Our range of Insurance products include Individual Life Insurance, Disability Insurance, Critical Illness Insurance, and Health and Dental Insurance.
Pensions
We simplify the benefits and rules around pension plans and show you how they fit into your wealth plan.
Taxes
We are firm believers in paying all taxes due... But not a penny more. let us help you keep more of your wealth to grow, enjoy and distribute your wealth, your way.
Severance Packages
We advise clients on the best use of their severance. We consider your taxation, short term and long-term wealth plans
Major Purchases
House, cottage, boat or RV, we help clients with saving for, choosing financing, and determining the effect on your wealth long and short term.
