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