Our Services

We provide several services to Grow Your Wealth, Protect Your Wealth, and Create a Legacy. We also provide financial Seminars.

Our Services at a Glance:

Risk Management

  • Life Insurance – Term/Perm
  • Critical Illness & Disability Insurance
  • Long Term Care Insurance
  • Group Benefits Analysis

Retirement Planning

  • Retirement Income Analysis
  • Assessment of Objectives
  • Retirement Expenses Analysis
  • Retirement Cash Flow Projection

 

 

 

 

Wealth Management

  • Portfolio/Pension Analysis
  • Diversified Product Offering
  • Retirement/Education Plans (RRSP/RESP)
  • Re-positioning/Re-balancing
  • RRSP/Leverage Loans

 

Estate Planning

  • Estate Planning Analysis
  • Review Wills, EPA & PD
  • Charitable estate Planning
  • Business Succession Planning