Services

Financial planning is not just for the wealthy. It’s for people who want to create wealth and security for themselves and their family for the future. We lead our clients through our process determining what is most important to them, assessing their current financial situation and capturing a plan that allows them to build wealth, minimize risk and live comfortably.

We help our clients focus on:

• saving money
• protecting their future
• building a retirement plan
• enjoying their life and creating a legacy

By determining clients’ retirement income objectives we develop the actions necessary to achieve their goals.

We help clients focus on:

• identifying sources of income and determining how much income they need to retire comfortably
• estimating expenses and managing them effectively
• implementing a savings program to build their wealth
• managing assets
• minimizing income tax by utilizing effective estate preservation strategies

To learn more about our services and products, please contact us directly.

We offer many products and investment vehicles to help clients build and secure their wealth.

Products:

• Stocks and Bonds
• Mutual Funds
• GICs
• Segregated Funds
• Annuities

Plans:

• Tax Free Savings Accounts
• RRSPs, RDSPs, RRIFs, RESPs
• LIFs and LIRAs

To protect our clients’ futures, we have a variety of coverage options. Which coverage clients decide to use depends on their individual needs.

• Life Insurance (Term, Whole Life, and Universal Life)
• Disability Insurance
• Critical Illness Insurance
• Long Term Care Insurance
• Group Benefit Plans