Financial planning
We work with our clients to create a financial plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity & retirement.
Cash flow & debt management
Our financial planning process will involve an analysis of your current cash flow and debt levels through a comprehensive budget review.
Estate planning
We work with our clients to build an estate plan to help ensure their financial matters are distributed the way they would like them to be after their death.
Investment services
We believe our holistic approach to investing allows us to make unique and tailored investment recommendations.
Employee benefits
Your business is unique, why not attract and retain great staff with an employee benefits plan that works as hard as your business?
Insurance solutions
Unexpected events can leave your family without the cash flow needed for day-to-day expenses. We offer a range of products that can provide peace of mind at the right time.
Financial Products & Solutions:
- Mutual funds
- Segregated fund policies
- TFSA, RRSP, LIRA, RESP, RDSP, & Non-registered plans
- RRIF, LIF, & Annuities
- Life insurance
- Critical Illness insurance
- Disability insurance
- Heath insurance
- Travel insurance
- Mortgage referrals
- Employee benefit & retirement plans
- Business succession planning