Estate Planning

We work with families, business owners and professionals to build an estate plan to help ensure their financial matters are distributed the way they would like them to be after their death. It can also help reduce taxes, so more of the estate is left for heirs. Life insurance can play a big role to enhance or equalize estates, among many solutions available.

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