Financial Planning

Our financial planning process allows us to work with our clients to create a financial plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. Their financial plan will be tailored to their needs, risk tolerance and the goals they want to achieve.

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