“A goal without a plan is just a wish”
- Antoine de Saint-Exupéry
With over 20 years of experience in Financial Services, we provide our clients with strategies and products to meet their retirement, investment, insurance, tax and estate planning.
Investments
PRODUCTS AND SERVICES INCLUDE:
- Mutual Funds
- Fee-based wrap program
- Self-directed plans
- Group RRSPs
- Money products: daily interest, GICs, RRSPs, RESPS, RRIFs, TFSAs and LIFs
- Monthly savings plans
- Systematic withdrawal plans
- Other specialty plans
Insurance
PRODUCTS AND SERVICES INCLUDE:
- Segregated funds
- Life insurance: term, whole life, universal life
- Disability insurance: income replacement, accident and sickness, overhead protection, loan protection, buy-sell
- Critical illness insurance: enhanced and basic plans
- Long-term care insurance: facility and home coverage
- Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
- Health care benefits for individuals and associations
- Annuities: term certain, life
Banking
BANKING PRODUCTS AND SERVICES ARE OFFERED THROUGH REFERRAL AND INCLUDE:
- Banking, loan and mortgage products
- Telephone and online banking
- Money products: daily interest accounts, high interest savings, GICs, RRSPs, RRIFs, and LIFs