facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Services

We provide comprehensive financial planning services, which may include risk management, debt management, short and long-term investing, tax minimization, retirement planning, estate planning and leveraged investing.

As Life Insurance and Mutual Fund representatives, we are certified to provide a variety of products including Mutual Funds, Segregated Funds, GICs, Annuities, Life, Disability, Critical Illness and Long Term Care insurance.

We are also qualified to address business insurance needs including Group Health and Dental Insurance plans, Registered Pension or Group RRSP plans and Health and Welfare Trusts for small business. We have access to various bank products including high-interest chequing accounts.

Over time we’ve developed close working relationships with a variety of Investment and Insurance companies. We’ve selected these companies as our primary suppliers, but as independent advisers are in no way limited to them.

The Value of a Financial Advisor

If you've ever wondered about the value that working with a professional financial advisor can provide, here's a short video that explains the benefits you'll receive with an advisor in your corner.

Call 250-658-3908