Financial Planning Services

  • Holistic Financial Planning
  • Retirement
  • Saving, Investment and Income
  • Estate/Succession
  • Asset and Income Protection
  • Investment and Insurance Management
  • Tax

Insurance Products

  • Life
  • Critical Illness
  • Disability
  • Health & Dental Plans
  • Group Benefit Plans

Investment Products

Types of Accounts

  • TFSA
  • RRSP
  • RRIF
  • OPEN/Non-Registered
  • LIRA
  • LRIF/LIF
  • RESP
  • RDSP
  • FHSA
  • & More

Types of Investments

  • Mutual Funds
  • Labour Sponsor Funds
  • Annuities
  • Segregated Funds
  • GICs
  • High Interest Savings Accounts
  • Pensions
  • Charitable Giving Funds