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.