interested in improving your finances?
We can help you with assessing your current financial situation and help you build and protect wealth based on what that means to you.
By asking the right questions, listening and helping you clarify what's important to you - improvements can start now and be measured and reviewed regularly to help you achieve your goals.
- Disability Insurance / Critical Illness Insurance
- Life Insurance
- Long Term Care
- Health and Dental Insurance
- Investing - Segregated Funds and Guarantees
- TFSA Tax Free Savings Account
- RRSP Registered Retirement Savings Plan
- RRIF Registered Retirement Income Funds
Tax and Estate Planning Opportunities for everyone - these aren't just for rich people!
Is a Tax Free Savings Account (TFSA) best for you, or a Registered Retirement Savings Account (RRSP's) or some of each? Nearing retirement or age 71? What about Registered Retirement Investment Funds (RRIF's) or an Annuity to protect against running out of money? We will help you with options based on what you are wanting to accomplish.
With segregated funds you have added guarantees that are not available with mutual funds or stocks.
We are also specialists in helping clients effectively use insurance plans including Term Life Insurance, Whole Life, Universal Life, Personal and Business Disability Insurance and Critical Illness plans to protect their lifestyle and those people and entities that they care deeply about.