Client Services
We make the financial planning process a simple and rewarding experience. Offering our clients comprehensive and customized solutions to help them achieve their financial goals and objectives. Our services include debt and cash flow management, insurance, investments, retirement and estate planning.

Insurance

 

Life Insurance

 

Critical Illness Insurance

 

Disability Insurance

Mortgage Insurance

 

Business Insurance

 

Health and Dental

 

Long Term Care

 

Group Benefits

Investments

 

Guaranteed Investment Funds

 

RRSP- Registered Retirement Savings Plan

 

Non- Registered Investments

 

TFSA- Tax Free Savings Account

 

IRP- Insured Retirement Plan

 

RESP- Registered Education Savings Plan

 

Annuities